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Mass Upload highlights (CSV)

Efficiently upload multiple highlights, such as survey results or data from systems lacking direct integration

Ronny avatar
Written by Ronny
Updated over 3 weeks ago

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

text
(required)

Quoted text for the highlight

title
(optional)

Title summarizing the highlight. NEXT AI will generate one if not provided.

description
(optional)

Additional context about the highlight. NEXT AI can also generate this if left blank.

recordedAt
(optional)

ISO 8601 timestamp of when the highlight was created (e.g. 2024-10-01T01:00:00.000Z). Must include date, time, milliseconds, and timezone.

tags
(optional)

Tags for the highlight. Separate multiple tags using a newline (\n).
​Note: Tags will be automatically created if they don’t exist.

accountId
(optional)

ID of the account the highlight should be assigned to.
Use the REST API to retrieve account IDs.

accountName
(optional)

Name of the account the highlight should be assigned to.
If no accountId is provided, NEXT will try to match by name.

accountIndustry
(optional)

Industry associated with the account.

accountRegion
(optional)

Geographic region of the account.

accountSegment
(optional)

Segment classification for the account.

accountEmployeeSize
(optional)

Employee size range of the account.

accountStatus
(optional)

Status of the account (e.g., active, inactive).

accountAccountType
(optional)

Type of the account (e.g., customer, prospect).

accountArr
(optional)

ARR (Annual Recurring Revenue) of the account. Provide a number.

Account Matching Behavior

  • If accountId is provided and valid → highlight is linked to that account.

  • If accountId is not provided, NEXT will attempt to match using accountName.

  • If no matching account is found by name → a new account will be created using the provided accountName and metadata (e.g., industry, region).

  • Important: If an invalid accountId is 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

  1. Log in to your NEXT account

  2. Navigate to the Highlights Library

  3. Click on the [Upload] button, and select the mass upload option

  4. 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 text columns

  • File Upload Errors: Check your internet connection and try re-uploading the file

Related Articles
What are Highlights?
How to (mass) tag highlights
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