Overview
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.
Step-by-Step Guide
1. Prepare Your CSV File
Ensure your CSV file is formatted correctly. Each row should represent a separate highlight with these columns:
Column | Description |
| Quoted text for the highlight |
| Title summarizing the highlight. NEXT AI will generate one if not provided. |
| Additional context about the highlight. NEXT AI can also generate this if left blank. |
| ISO 8601 timestamp of when the highlight was created (e.g. |
| Tags for the highlight. Separate multiple tags using a newline ( |
| Satisfaction score of the user. Needs to be a number between 1 and 5 (star rating) |
| Where the highlight came from — e.g. Survey, Gong call, CRM note, Zendesk ticket |
| Person the highlight is attributed to. For example, contact’s full name, email, or an internal contact ID. |
| ID of the account the highlight should be assigned to. |
| Name of the account the highlight should be assigned to. |
| Industry associated with the account. |
| Geographic region of the account. |
| Segment classification for the account. |
| Employee size range of the account. |
| Status of the account (e.g., active, inactive). |
| Type of the account (e.g., customer, prospect). |
| ARR (Annual Recurring Revenue) of the account. Provide a number. |
Account Matching Behavior
If
accountIdis provided and valid → highlight is linked to that account.If
accountIdis not provided, NEXT will attempt to match usingaccountName.If no matching account is found by name → a new account will be created using the provided
accountNameand metadata (e.g., industry, region).Important: If an invalid
accountIdis provided, the account will not be created or updated.
Example:
recordedAt,text,tags,accountName,accountIndustry
2024-10-18T09:09:19.309Z,"First survey response.","Survey","Acme Inc","Retail"
2024-06-13T12:00:00.000Z,"Second survey response.","Survey\nProduct","BetaCorp","Technology"
If your data is in an Excel file, you can easily export it to a CSV format. For more detailed instructions, refer to this guide: How to Export Excel to CSV.
2. Uploading the CSV File to NEXT
Log in to your NEXT account
Navigate to the Highlights Library
Click on the [Upload] button, and select the mass upload option
Select your prepared CSV file from your computer
3. Processing the Upload
Once the CSV file is uploaded, NEXT will automatically:
Read each row of the CSV file
Upload each row as individual highlights
Troubleshooting
Common Issues
CSV Formatting Errors: Ensure your CSV file follows the correct format with
textcolumnsFile Upload Errors: Check your internet connection and try re-uploading the file