Overview
The Mass Upload feature in NEXT allows you to efficiently upload multiple highlights, such as survey results or data from systems lacking direct integration. By uploading a CSV file with the necessary data, you can quickly create highlights for each row.
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 the title if it isn't provided. |
| Description putting the highlight into context of the teamspace. NEXT AI will generate the description if it isn't provided. |
| Timestamp when the highlight was created. This must be in ISO 8601 datetime format (e.g. |
| Tags assigned to the highlight. Multiple tags need to be separate by a newline. |
| ID of the account to which the highlight should be assigned Note: You can use the REST API to retrieve the IDs of the accounts |
| Name of the account to which the highlight should be assigned |
Example:
recordedAt,text,tags
2024-10-18T09:09:19.309Z,"First survey response.","Survey"
2024-06-13T12:00:00.000Z,"Second survey response.","Survey
second label"
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