How to Import CSV Responses as a Single Note in Your System | Dovetail Champions

How to Import CSV Responses as a Single Note in Your System

I'm looking for help when I import a CSV file. I upload a CSV from our feedback widget and it uploads each response individually, see image. I would like for it instead to upload into one note. How would I do that?

27 comments

Pat Barlow
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Hey Brenda Ruelas Velasquez! If you create a new blank note, you can upload the CSV file directly there and it will be embedded as a single file on the note and not create separate notes per row
Brenda Ruelas Velasquez
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It looks like this:
Brenda Ruelas Velasquez
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I was trying out the other feature so I wouldn't import all the other data but the outcome was that each comment when on a single note.
Brenda Ruelas Velasquez
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I used a CSV file for both
Brenda Ruelas Velasquez
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I have a taxonomy that I use and am getting caught up on all the changes in Dovetail
Brenda Ruelas Velasquez
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I'm kinda trying and failing.
Pat Barlow
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Ah I see, the way CSV imports have been designed are that each row represents a separate response or comment, and in Dovetail each note is typically assigned to one call, meeting, survey response, etc, so it follows this same pattern. Is there a reason why you’d prefer to have comments from different rows in the CSV file all on the same note?
Brenda Ruelas Velasquez
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We had our data set up a certain way and haven't updated
Brenda Ruelas Velasquez
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Now with all the changes, I'm experimenting on how best to use the new tools, automation, etc.
Brenda Ruelas Velasquez
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The way we have things set ups is like this, All research, and each column is the type of research
Brenda Ruelas Velasquez
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I was thinking of adding another column with feedback widget data (comments from users) and tagging it.
Brenda Ruelas Velasquez
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We have our own taxonomy framework that I have created.
Brenda Ruelas Velasquez
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Does that help?
Brenda Ruelas Velasquez
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The truth is, I'm not sure what would be the best way to ingest the data, tag it quickly, and then surface findings
Brenda Ruelas Velasquez
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From the findings, I was able to create a board and group and I don't know if that can be done now.
Brenda Ruelas Velasquez
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In any case, I want to make the most use of the platform as it is now.
Pat Barlow
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Yup got it! For things like ongoing feedback from users, we’ve built channels which will help do all of that for you. When it comes to other research and data types, we tend to lean more on using multiple projects rather than one larger project. This way if you do a survey and upload it to Dovetail, it lives in it’s own project where you can use a table view to see all of the same data from the CSV in a similar format, while also being able to drill in to each specific response where you can highlight, tag, add fields, etc
Brenda Ruelas Velasquez
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I'll give that a try and report back. Thank you!
Pat Barlow
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No worries at all! 😊
Brenda Ruelas Velasquez
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Would I use NPS feedback?
Brenda Ruelas Velasquez
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Or pRoducet review?
Brenda Ruelas Velasquez
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Product reviews?
Pat Barlow
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Product reviews work best for general comments and feedback from feedback widgets like you mentioned 😊
Brenda Ruelas Velasquez
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Great! Thank you.
Brenda Ruelas Velasquez
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Hi, Pat. The channels worked and will use it from now on.
Brenda Ruelas Velasquez
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I also have meta-data from a survey. We have about 1500 comments, I placed all the comments in a note and used the AI to tag it. How can I then surface themes? Before, we would tag and group themes on a highlight board. This was labor intensive. How can I use Dovetail to improve this process?
Pat Barlow
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Hmmm, if you use the CSV survey importer that you were using initially, you should see an insight automatically created under Insights where you can find blocks with summaries of each question that you mapped 😊