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Mass Upload highlights (CSV)

The Mass Upload feature in NEXT allows you to quickly create highlights by uploading a CSV file. Each row in your file represents one highlight. This is ideal for bulk uploading insights from surveys, CRMs, or external tools.

Supported columns​

Ensure your CSV file is formatted correctly. Each row should represent a separate highlight with these columns:

ColumnDescription
text (required)Quoted text for the highlight
title (optional)Title summarizing the highlight. NEXT AI will generate one if not provided.
interpretation_plain (optional)Description of the highlight. NEXT AI can also generate this if left blank.
recordedAt (optional)ISO 8601 timestamp such as 2024-10-01T01:00:00.000Z. It must be a full ISO timestamp. If omitted, NEXT uses the import time.
tags (optional)Highlight labels. Separate multiple values with line breaks inside the same cell.
rating (optional)Numeric rating value. The importer validates that it is a number.
source (optional)Where the highlight came from — e.g. Survey, Gong call, CRM note, Zendesk ticket.
contact (optional)Person the highlight is attributed to. For example, contact’s full name, email, or an internal contact ID.
account_id (optional)Internal account ID to link the highlight to an existing account. When this is present, NEXT uses it directly.
account_name (optional)Account name used to create and link an account during the same import when account_id is not provided.
account_industry (optional)Industry for the created account.
account_region (optional)Region for the created account.
account_segment (optional)Segment for the created account.
account_employee_size (optional)Employee-size value for the created account.
account_status (optional)Status for the created account.
account_account_type (optional)Account type for the created account.
account_arr (optional)ARR for the created account. Should be numeric.

Unknown columns are reported as errors, so keep the header names exact.

Example CSV​

recordedAt,text,title,interpretation_plain,tags,source,contact,rating,account_name,account_industry,account_region
2024-10-18T09:09:19.309Z,"First survey response.","Checkout friction","Customer struggled to finish checkout","Survey
Product","Survey","alex@example.com",2,"Acme Inc","Retail","North America"
2024-06-13T12:00:00.000Z,"Second survey response.","Great onboarding","Positive onboarding feedback","Survey
Onboarding","NPS survey","jamie@example.com",5,"BetaCorp","Technology","EMEA"

How account linking works​

  • If you provide account_id, NEXT links the highlight to that account ID.
  • If you omit account_id but provide account_name, NEXT creates an account object from the account_* fields and links the highlight to it.
  • Repeated rows with the same account_name in the same file share the same generated account.
  • If you provide both account_id and account_* fields, the importer keeps the explicit account_id and does not create a second account from the metadata.

Upload the CSV in NEXT​

  1. Log in to NEXT.
  2. Open the Highlights Library.
  3. Click Upload and choose the mass-upload option.
  4. Select your CSV file.

Troubleshooting​

  • The timestamp was rejected: recordedAt must be a valid ISO timestamp like 2024-10-18T09:09:19.309Z.
  • Labels did not split correctly: Put each tag on a new line inside the same CSV cell.
  • A row did not import: text is required for every highlight row.
  • Unexpected field errors: Make sure the header names match the supported field names exactly.

Need help formatting your CSV?​

You can use CSV Map Caster to reshape an Excel or CSV export into the format NEXT expects.

It supports column mapping, combining multiple source fields into one target field, converting dates into ISO format, and preparing multi-line tags cells for import.

This is an external browser-based tool and is not officially managed by NEXT.

If your data starts in Excel, export it as CSV first. Microsoft’s guide is here: How to export Excel to CSV.