This guide will walk you through how to format your Excel data for 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.
Before you can upload your data, please check these requirements:
Download the Excel template with correct formatting here.
Here is an example of what single customer feedback for NPS might look like.
Required fields are marked in blue 📘
Optional fields in green 📗
A non-zero amount of Customer feedback is required.
Formatting the data
There are two types of data that Lumoa receives:
Score based data - NPS, Linear, CSAT, 1-5 ratings, etc.
Open Ended data - Keywords, phrases, and sentences.
Score Based Feedback
For Score based feedback (such as NPS or Linear collections) each feedback must have the following 3 types of data:
Date 📅 | Any format that Excel recognizes as a date. |
Score - 1-5, 0-10 etc. | Any number value. Note that the "score" column must be in your Excel, but not each row needs to have a score. We will accept data that does not have a score. |
Comment ✏️ | This field is mandatory for upload, but not every feedback needs to have an open text response. |
Open Ended Feedback
For Open Ended feedback the same rule applies as above, only a score is not required.
Optional fields are as follows:
ExternalId 🆔
*Optional
| ❗Please note that the ExternalID must be unique. Alternatively, if you wish to leave this field empty, you must remove the column completely. |
TranslatedComment 🇺🇲 🇫🇮 🇩🇰 | If you already have your comments translated to English, add the translations to this column. Otherwise, skip this column. |
Tags | Tags are used for filtering the Feedback, for example, "gender" with the value "female". The maximum length for filter or its value is 128 characters. Please note that you can't use date/score/comment as a tag. |
Moving the data to Excel
If you want, you can Download the Template with correct formatting and copy-paste your existing data in the corresponding fields, or just create a new one.
Once done, you can either Upload your Data to Lumoa or ask Lumoa Customer Service to upload it.
Get in touch
📧 Do you have any questions or comments about using Lumoa? Please don't hesitate to email us at [email protected].