Reforge Insights understands the diverse sources from which you may be collecting survey responses. That’s why we offer a seamless integration with Flatfile to simplify the process of importing survey responses from spreadsheets directly into Reforge Insights.

overview

To upload survey responses from a CSV file:

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Example CSV

customerSourceId,customerName,customerEmail,customerCompanyName,customerCompanyDomain,contractValue,sourceId,sourceUrl,rating,createdAt,updatedAt,tags,"How satisfied are you with our product?","What features would you like to see?","Any other feedback?",customFieldOne,customFieldTwo,customFieldThree
123,John Doe,john@example.com,Acme Inc,acme.com,50000,abc123,https://survey.example.com/response/abc123,85,2023-01-15,2023-01-15,feedback;survey;q1,Very satisfied,More integrations,Love the product!,customFieldOneValue,customFieldTwoValue,customFieldThreeValue
456,Jane Smith,jane@company.org,Company LLC,company.org,75000,def456,https://survey.example.com/response/def456,70,2023-01-16,2023-01-16,feedback;survey;q2,Somewhat satisfied,Better reporting tools,The UI could be improved,customFieldOneValue,customFieldTwoValue,customFieldThreeValue

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Supported Fields

Our CSV import supports a wide range of fields to help you organize and analyze your survey responses effectively:

If a column has the header Data Source and contains values like the survey name (e.g., CSAT), that survey name will appear as a navigation item under Snippets.

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Essential Survey Questions Columns

Each question is a column in the CSV file. For example, a column header name may be “Question 1: What did you think of the product?”. You can map up to 50 survey questions during the upload process. When mapping questions, you can map them to any of the “Question #” columns.

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Contact Information

  • Contact Name: Name of the person providing feedback
  • Contact Email: Email address or unique identifier for the contact
  • Contact Unique ID: The ID of the contact in your source system
  • Contact Account Name: The company or account the contact belongs to
  • Contact Account Domain: The domain (e.g., ‘example.com’) of the account
  • Contract Value: The monetary value associated with the account

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Feedback Data

  • Rating: Numerical rating of the feedback (0-100)
  • Created At: When the feedback was originally collected
  • Updated At: When the feedback was last modified
  • Source URL: Link to the original feedback source
  • Tags: Semicolon-separated list of tags (e.g., ‘feature request;bug;pricing’)

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Custom Fields

If your CSV contains additional columns not listed above, you can still import them! During the mapping process, select “Add as new field” to create custom metadata fields that will be attached to your feedback entries.