Migrating to Feedback Studio
Welcome to Feedback Studio! We want to make your migration process as smooth as possible, and have a range of self-guided tools to help here. If you need help with this process, please reach out to us.
In this guide, we'll walk you through the general steps to migrate your data using our bulk import tool, with more detailed information available in the bulk import doc.
Step 1: Export Your data from Your previous platform
To start, you'll need to export your data from your previous platform. This should be in CSV format.
At Feedback Studio, we use specific terms that may differ from your previous platform. They're fairly intuitive, but to clarify:
- Feedback: Also often referred to as feature requests or user feedback.
- Companies: The business/company you're recieving feedback from - they may have multiple users associated with them.
- Users: Users are associated with a company - eg three users may work at one company. They can be manually added, or automatically recognized by their email domain if added through the roadmap.
- Votes: These represent votes towards a specific piece of feedback by a company.
Make sure you are aware of how these terms align or differ from the terms used in your previous platform.
Step 2: Download example import CSVs
To help you create the new CSV that aligns with our requirements, we've prepared example import CSVs for each type of import. You can find them on this page. These example CSVs serve as a template to structure your data correctly.
Step 3: Prepare your CSVs
Update your CSVs to meet our specific requirements. Follow our guidance and ensure that your data matches up with the template provided in the example import CSV.
Be sure to review our Bulk Import doc for additional instructions and things to watch out for during the process.
Step 4: Use the Bulk Import Tool to Import Your Data
You're almost there! With your CSV files ready, it's time to start importing your data into Feedback Studio. First you should add your categories into the UI, and then we recommend following this order when uploading your data:
- Feedback
- Companies
- Users
- Votes
This order ensures that the data is available to reference as it's uploaded.