This guide will walk you through how to Upload data to Lumoa.
Before you begin
🔑 Permissions: Please note that you need Admin access. Learn more about Lumoa roles and permissions. You can request this permission from an existing Admin or through Lumoa Customer Service.
Formatted data: Please check that you have a data file correctly formatted and ready to go for upload. Learn how to get your data ready for Lumoa.
We also offer this process in a video form, if you're more of a watcher 👀.
Instructions
To start your upload, follow these steps:
Log into your Lumoa account.
On the bottom left-hand side, navigate to the Settings gear.
On the top navigation bar, select Collections.
Find the collection you want to upload data to, and from the right side, click on the : three dots.
Click Import Data.
Importing feedback
Select the Collection in which you want to store your data to.
Click Download to download our template. Learn how to get your data ready for Lumoa (Note: if your data is already formatted, then you dont need to download the template).
Click Upload, to upload your file from where ever you have it stored on your PC.
(Optional) Tick the box Run topic modeling for imported feedback if you wish your data to run through topic modeling for the last 30, 60, 90, or 120 days. Learn more about Topic modeling.
Click Import and your upload should start.
Note!
Waiting time - Please note that the upload may take some time to process, but refreshing the page will show you the status of the upload. You want to wait until it says "Completed" like in the image below, and then your data should be visible in Lumoa.
Do not upload twice - Please note that uploading the same data twice may create duplicates. Uploading the data twice will not help speed the process.
Troubleshooting
If you encounter an error while uploading a data, please see below the common issues:
You do not have the required columns headers. All data requires a date, score, and comment column as explained in the How to Format Data for Lumoa guide. Furthermore, date is a required field - meaning that each response MUST contain a date in order to be uploaded. If even one row is missing a date, then the file will upload improperly.
Your Excel has a column without a header. Assuming you have the required columns, you can also send optional background data along with your customers responses. These are usually things like the Country the user submitted the feedback, or an externalId attached to the response. These columns MUST have headers, otherwise the file will fail.
The "date" column does not actually contain dates. Note that simply putting a date into excel does not mean that it will be passed through Lumoa. Ensure that you can filter the "date" column to Oldest to Newest so that Excel recognizes the dates. If it does not, try using the Text to Columns function to convert your data to a date.
Excel error value in a cell. Files with excel functions will not pass through Lumoa. This includes formulae, and any "values". These can usually be resolved by (ctrl + A) and search (ctrl + F) for #, see if any of the error values appear. Errors that often fail uploads are #NAME? and #VALUE!.
Note: If you confirm all the above, and you still can't upload your Excel file, turn OFF VPN and connect to a new network. In some cases, VPN might limit the actions you can take including uploading data. In addition, make sure to use Google Chrome while uploading data.
Partial Upload Troubleshooting Steps
If you have uploaded data, and get an error. Follow these steps:
On the bottom left-hand side, click on the Setting gear button.
Navigate to the Jobs page.
Check the email/date/collection that corresponds to the data you uploaded.
Click on Partial.
Download the failed feedback.
The Excel document will tell you what error(s) you've encountered.
Fix those issues, and re-upload only the missing data.
Note: Do not upload the data you already uploaded successfully, or else you will have duplicated data.
Further assistance
If you still encounter issues uploading your file, please contact our Customer Service.
Next Steps
After you have uploaded data, you will likely want to Schedule and run Recurring Topic Modeling. This will create you a Topic set dynamically based on your customers open text response. Learn more about topic modelling or how to manage filters for your uploaded data.
Get in touch
📧 Do you have any questions or comments about using Lumoa? Please don't hesitate to email us at [email protected].
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