CSV File Upload is how you bring offline or one-off customer feedback into Enterpret when it is not already flowing in through a direct integration. It is useful for things like survey exports, historical feedback, churn interview notes, or any ad-hoc data pull from another tool. Once uploaded, your CSV data gets analysed alongside the rest of your feedback, so it shows up in taxonomy, sentiment, and Quantify just like anything else. This guide walks you through the full process, from setting up the integration to reviewing the file before it goes in.
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Before Uploading the File
You can upload any CSV file that contains customer feedback to Enterpret. Uploaded files generally contain the following types of columns.
Customer Feedback Text
These columns hold the text of the customer feedback. The column header is generally the question that the customer feedback is answering. You can also provide the question that the customer feedback is an answer to after uploading your file.
Feedback Metadata
Metadata associated with the feedback. Examples include customer's rating, CSAT/NPS score, tags, platform data, and similar attributes.
Date
The date when the customer shared feedback. All common date formats are supported. If a date is not available, you can set the date to the date of uploading the file automatically while uploading.
ID
An identifier for the customer feedback. If an ID field is not available, you can generate one while uploading your file.
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Creating or Choosing an Integration
Now that you have a file ready, let's get it into Enterpret for analysis. Files can be uploaded to a File Upload (CSV) integration on Enterpret.
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You can navigate to the Integrations page by clicking on your organisation logo at the bottom left and choosing Integrations from the menu that pops up.
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If you're uploading a new type of file or uploading a file for the first time, you'll have to create a new Integration before uploading your file. It's a simple process.
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You can skip creating a new integration if you're uploading a file to an existing file upload integration. For example, if you're uploading a monthly churn survey for August when data for June and July are already uploaded, choose your existing File Upload (CSV) integration, which would likely be called something like "File Upload Churn Survey."
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Creating an Integration
Click on the + New Integration button at the top of the page to create a new integration.
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From the list of possible integrations, find the File Upload integration by searching for it and click on + Connect.
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Choose Feedback Integration from the following screen, since you want to pull customer feedback onto Enterpret using your integration.
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Provide a name for your File Upload Integration. You can use this name later to find feedback from your uploaded files while analysing them on Enterpret.
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Uploading the File
Choose an existing integration or the integration you created in the previous step to upload your file.
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Click on the Upload File button.
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Choose the file you want to upload from your system and confirm.
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File Review
The next step is to review the file you've uploaded. You can use this space to rename fields, exclude certain fields, and change the metadata type.
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Metadata Type
Enterpret supports three metadata types.
String: Textual metadata. Examples include user email and feedback ID.
Numeric: For numeric metadata fields, like user rating and revenue amount. A numeric metadata field has more operations available while filtering, such as greater than (>) and less than (<) operators.
Grouped: Grouped fields are lists of strings. You can think of them like tags on a feedback record. These generally occur as lists of AB tests, manually added tags, or other lists of attributes. You can perform special operations on grouped fields while filtering through feedback, such as selecting a subset of grouped fields. For example, find all feedback with the tags
exp-home-page-001ORexp-home-page-004.
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Mandatory Fields
A few mandatory fields for the file you've uploaded are:
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ID Field: A unique identifier for each feedback. You can generate one if you don't have it in your file.
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Feedback Date: The date on which the customer shared the feedback. If this is not available, you can set the date of upload as the feedback date.
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Feedback Field
At least one field in the uploaded file should hold textual customer feedback. You can also upload files that contain multiple fields holding textual customer feedback.
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You can mark these fields by selecting the checkbox on the left.
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Feedback Field Name
The feedback field name is special. It tells the ML models what's the context of the customer feedback, so that they can tag them with relevant themes and better categorise your feedback.
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Ideally, the feedback field name should be the same question that your users were answering when they shared the feedback. For example, How has your experience on been so far?
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A good feedback field name is a descriptive question that can add helpful context for the feedback and lead to better predictions and categorisation.
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You can edit the feedback field name by clicking on the pencil icon in the Name column.
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Making the Feedback Field Name Dynamic
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Sometimes, the questions your users are answering in the uploaded file change based on the context. For instance, when collecting feedback from a survey about help center articles, the specific article topic varies. So, the question might be: "Did you find the article on creating dashboards helpful?" for one user, while it might be "Did you find the article on scheduling weekly reports helpful?" for another user.
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To handle this, you can use a flexible format like:
Did you find the article on {{ help-center topic }} helpful?
To create such dynamic questions, insert {{ metadata field's name }} into your question. In this example, {{ help-center topic }} is a placeholder that adapts to different topics, provided that help-center topic is the name of an available metadata field.
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A relevant question makes it easier for ML models to understand the context in which feedback was shared, leading to more accurate feedback and predictions.
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Submit
Great! Now that you're done reviewing your uploaded file, specifying feedback fields, ID field, and feedback date, you can submit your file by clicking on the CTA at the top right of the page.
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It takes up to 24 hours, depending on the size of the uploaded file, for your uploaded feedback data to be available for analysis. If you run into any issues while uploading your file, reach out to the Enterpret team at support@enterpret.com.