Feedback documented outside of CoLab can sometimes be key to your design process, and importing it into CoLab lets you bring all of your feedback together into one cohesive design review.
Importing feedback
As a user with permissions to create feedback in a workspace or portal, navigate to a file you’d like to import feedback against. When the file is open, click the context menu at the top of the feedback panel to select “Import feedback via CSV."
Choosing a feedback type & downloading the CSV template
In order to import feedback, first select one of the available feedback types in the workspace. Once a feedback type is selected, download the CSV template for the feedback type.
This CSV template is specific to the type of feedback chosen, and is populated with column headers for all related metadata fields, as well as sample feedback data.
With the CSV template, you can now populate the rows with associated data which will generate the feedback in CoLab. Ensure that the CSV is only populated with columns which map to the selected feedback type you are trying to import.
💡 In the CSV template, we populate an example row of data. Delete this row before importing.
Error handling & data formatting for import
To successfully import feedback into CoLab, the CSV and data within the CSV must be formatted properly.
Notes:
There is a hard limit of 100 rows (feedback items) which can be imported for a file at a time
Empty CSVs will be prevented from being uploaded
Filetypes other than a CSV will be prevented from being uploaded
If there are columns in the CSV that are not represented on the feedback type, the CSV will be prevented from being uploaded
Feedback data formatting:
Language for field names/column headers & picker field values would need to match the language of the field name & picker field values in CoLab
All column headers & field values must be an exact match (with capitalization)
For simple text input AND paragraph fields:
The value in the cell will be input into the simple text input or paragraph field as is
Null input will result in null value
For number input fields:
The value in the cell will be represented as the number input type when imported (integer, decimal, or percentage)
Null input will result in null value
For currency input fields:
The value in the cell must be a number and will be represented as the currency of the field
Null input will result in null value
For date picker fields:
The value in the cell must be represented as a date format (YYYY-MM-DD)
Null input will result in null value
For single-picker fields:
Values in the cell must be relevant feedback field values
Null input will result in null value
*Status field is an exception: null input will result in status = Open
For multi-picker fields:
Values in the cell must be relevant feedback field value(s) and represented as a comma-separated list
Null input will result in null value
For single-user picker fields:
Values in the cell must be represented as user emails for authenticated users
The user emails must represent users with access to the file the import is targeting
Null input will result in null value
For multi-user picker fields:
Values in the cell must be represented as user emails for authenticated users and as a comma-separated list
The user emails must represent users with access to the file the import is targeting
Null input will result in null value
After triggering the import, if errors are detected, the rows/columns affected will be highlighted in the import modal for you to easily find and resolve before trying again.
Successfully importing feedback
With all of the data formatted properly, you can drop the populated CSV file back into the import modal and click “Done”.
All of the feedback which was documented in the CSV will be generated in the feedback panel. From there, you can treat them just like any feedback.
*Feedback generated via import will NOT have any markups. You can add markups to the feedback after import from the context menu on each feedback card.
