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. |
Need help formatting your CSV?
👉 You can use this handy tool to help you convert your Excel or CSV export into the format NEXT supports.
How it works:
Upload your Excel or CSV file (e.g. a survey export)
Map your columns by dragging them to the correct target fields
Combine multiple columns into one (e.g. merge “country” + “city” + "survey name" into “tags” to create multiple tags)
Dates are auto-converted into the correct format
Manually add additional tags in the
tagscolumnPrefix mapped content in the
textcolumn to help guide the AI
Preview & Export your formatted CSV – ready to import into NEXT
Disclaimer: This tool runs fully in your browser. No data is stored in the cloud. However, please note it is an external tool and not officially managed by NEXT.
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
Slow uploads: If you experience slowness or it takes too long to upload, it's recommended to upload the highlights in smaller batches of <750 highlights per batch.