One way to get feedback data into VoC Mine or VoC Visual is to create a custom upload. Custom upload is an
.csv file which contains feedback data as well as certain metadata if provided in that same file.
Since VoC Hub 8.1.0 it is now possible to upload data captured from external sources with less modifications. The process is now more flexible and is detailed below.
A special gadget is built-in to VoC Visual to visualize your data as well. Please note that External Data Upload functionality only works with Super Gadget right now.
The "Upload data" section allows the user to upload new data.
||This column will be flagged as text column and can then be used to create a custom query in VoC Mine|
Allows to specify the language of the upload on per-row basis without selecting the language in the dropdown of the UI during the upload. If multiple languages were provided you can then filter responses by language during custom query creation.
Please make sure to only include values of languages which are supported in VoC Store. To check the supported languages list, click the Language dropdown list on the main upload page.
Allows to specify the capture date for the upload in the same fashion. As with [LANG] it is row-specific. Date information can be then used in VoC Mine date filter and in date range picker in VoC Visual.
For files in xlsx or xls format, date should be specified with a "Date" cell category in Excel:
Any "Type" is supported.
Please find the list of supported Date formats for CSV uploads here.
||VoC Store will try to parse this column as an NPS column. This will produce a special system column with the NPS category for associated entry which can then be exported.|
||This column is allowed to have math functions applied to it in Super Gadget in VoC Visual. Math functions are disabled for non-numeric columns.|
||This column will be flagged as the column that may contain more than one entry in a cell. If your upload file contains a [CHOICE] column, please consider setting a choice delimiter.|
Please note that columns with
[TAGS] can contain other text as well. During processing a partial lookup is performed where it's enough for the column title to just contain the exact sequence of the tag's name, i.e.
My column with [TEXT] or
[TEXT] will both work.
Other columns are treated as metadata.
File size: Recommended < 100 MB of data.
Upload new file
In the upload new file view, you can provide a new Excel or CSV file for an import.
Before initiating an upload you will be prompted to fill out the fields that are necessary for submitting a file. Here's a quick overview of them:
|Title||The title of your upload for future reference|
You can select the exact date when the data from your upload file was captured. It is set to be the current date of the upload by default.
In case your file contains data in only one language, you can select this particular language from the drop-down menu. The system will consider all the text data from the file to be in this language. If there are several languages in the file - there is no need to change "Language" field, since this option is set by default.
If you have several answers to a multichoice question in the file, you can select how these answers are separated from each other in a cell in order for the upload process to be accurate.
The choice delimiter is set to be "|" (pipe) by default.
|CSV delimiter||In this field a delimiter for a CSV file can be chosen. Set to be comma by default.|
Basic text file upload
A provided file should contain a
[TEXT] column. You then need to choose the language of text cases in the provided file in the "Language" drop-down menu.
Example file contents:
|A lot of promises|
|Called you 4 times and still have no answers|
|Especially in the evening there is no chance to reach anybody of yours|
|The agents have to act much friendlier|
Text file upload with specified languages
In case you've selected "There are several languages in the file" in the "Language" drop-down menu the upload file also should contain a column called
[LANG] where an ISO 639-1 code (EN, DE, etc) of the language is specified for each feedback. See table at the beginning of this document for a list of supported languages.
Example file contents:
|A lot of promises||en|
|Called you 4 times and still have no answers||en|
|Der Service ist großartig||de|
Text file upload with pre-specified languages, date and other metadata
Additional columns (other than
TEXT) will be treated as metadata.
Example file contents:
|A lot of promises||en||4/12/2015||UK||0|
In this case, the metadata columns are:
Initiating upload process
To initiate an upload follow these steps:
[NPS] NPS Score,
[NUMERIC] values) has their type automatically preselected.
opinion text from customers) are treated as metadata by default. In order to instruct the system to use metadata columns as system columns just click the type of the column next to its name. It will become highlighted in the same way as preselected ones.