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Getting Started with using a CSV file to batch upload idea text
Getting Started with using a CSV file to batch upload idea text
Cameron Gavin avatar
Written by Cameron Gavin
Updated over a week ago

Upsiide allows users to populate Idea Screen card inputs using CSV files. This allows you to author a study much quicker and more efficiently.

Within the Idea Screen exercise:

  • Click Import Ideas From Computer, and select the Text tab

  • Step 1: Click Download Study File within the text section of Create multiple idea dialogue box (image below)

  • Step 2: When you’re done populating your information, save your file and upload your saved CSV.

Tip: Download the CSV file template from your current Upsiide study rather than reusing a previous CSV file or creating it from scratch.

Within Manage Translations:

  • Select 'Manage Translations' from the language drop-down

  • Click the 'Batch Edit' button in the menu bar

  • Click 'Yes, ready to translate' button from the dialogue box

Tips when using the Idea Screen section CSV file:

Idea Screen cards that have both an image and text will require you to download and populate files for each. The recommended approach is to import images first and then use the Download CSV to add the text to your cards. Upsiide will create the Internal name using the file name of the images. Therefore, it is helpful to have image file names saved as the internal name for your idea.

As you populate the CSV file:

  • Be sure to pay close attention to each column name at the top as they represent the placement of this text element within the idea screen card.

  • Internal Idea Name is NOT seen by respondents. It is the internal name that will be shown in reporting (i.e., bar chart, idea map and quadrant chart). Ensure it is meaningful to you to identify your ideas.


Q. Do I need to populate the 'ID' column in the CSV download?

A. Do not fill out the column named ‘ID’. Upsiide will automatically populate this column when you upload your file.

  • Upsiide automatically assigns all ideas uploaded into your study with an ID. Therefore, ideas that have been added and then removed will still have an ID associated with them. New uploaded ideas will be assigned an ID number based on an order that will still account for previously deleted ideas.

Q. Can I delete rows in the CSV file if I don't want those ideas/text inputs not to show up anymore?

A. It’s best practice to not delete ideas/rows through the batch edit file.

Q. I've made a few mistakes while uploading my batch editing file. What can I do to resolve this?

A. If you’re experiencing issues with the Idea Screen batch edit feature, delete your current Idea Screen section and create a new Idea Screen section. Download and Upload a new CSV file into the Idea Screen section. It shouldn’t take long as you will already have your Idea Screen inputs (images and text) ready to drag or cut/paste in.

Q. I selected the image only layout. How can I change the internal idea using a CSV file?

A. If you do not want to populate the names in the idea card edit screen, you can use Batch Edit within Manage Translations.

Q. Can I fix the internal names by uploading a CSV file after my study has been completed?

A. Upsiide doesn’t lock the create section once a study is launched. This allows users to fix typos in ideas including uploading in a CSV file.

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