CX Transactions- Excel Import

To send the email or SMS Surveys, transactions needs to be imported in the feedback system.

The transactions can be imported using below 3 options:

• Manual Import
• Excel Import
• Automated import using FTP or API

1. Go to: Deploy >> Distribute >> Send
2. Select "Excel upload" option on the screen
3. Download the template for referring the format of the file
4. Once you have the excel file updated with the client data, click on "Choose file" to browse the file.
5. Select the file and click on Upload.

6. The next screen with let you preview the first row of the file to validate the data being imported in the system. Click on Process Upload to import the file

Once you imported the file, the survey invitations will automatically be sent to all the customers with valid email address and phone numbers. Once the surveys are sent, you will be redirected to "Sent History" page

Please Note: You will not be able to import an excel file until you have the workflow rules set up. Please click here to know more about workflow rules.

Since the import file is basically an excel file, the import limit is the maximum that excel will permit. This factor is dependent on the coulmns and row in total
As best practice we advice to always have smaller batches when performing an upload for better processing experience and better visibility to deployment for tracking purposes.

Please Note: The larger the file the higher will be the deployment processing time.

Following mentioned codes can be used to refer to the respective language, while importing the transactions.