Note: This feature is only available to certain Enterprise clients on BetaTesting.
Importing testers from a CSV
Bring your existing testers into your BetaTesting community in one step. Upload a CSV (for example, an export from a spreadsheet or another research tool), match your columns to BetaTesting fields, and we'll add everyone to your community.
Before you start
Save your file as CSV (
.csv).Put your column headings in the first row (e.g.
Email,First name,Age).Include an email address for every person: it's the only required column.
If a cell contains a comma, wrap the value in quotes, e.g.
"San Jose, CA".
A quick way to get the format right: export a few testers from BetaTesting first, then match your file to those columns.
How to import
Go to Community and click Import Testers.
Upload your CSV: drag the file onto the box, or click to browse.
Match your columns. We'll detect your headings and pre-match the ones we recognize. For each column choose one of:
a BetaTesting field (Email, Age, Country, and the others listed below);
one of your existing custom profile fields;
Create new field: adds a new custom field to your community profile using that column. New fields are always created as text fields (see Custom fields below);
Don't import: skip the column.
You must map one column to Email.
(Optional) Add tags to label everyone in this import (for example,
Q3 importornewsletter). Type a tag and press Enter to add it.(Optional) Set import options:
Override existing data: by default, existing testers keep their current data and only blank fields are filled in. Enable this to overwrite their data with the values in this file.
Also add these emails to my allowed list (shown when your community uses an allowed list): lets the imported testers register on your create-account page.
Send onboarding email after import (shown when your community has a subdomain): emails each imported tester to let them know they're in your community, with links to create an account or log in.
Click Import. We'll show how many testers were added and how many were already in your community.
What gets imported
New email addresses are added to your community as testers.
Email addresses already in your community are kept and updated. By default we fill in blanks only and never overwrite information you've already set (turn on Override existing data to replace their values with the ones in your file). Any tags you chose are applied to them too.
Duplicate rows in your file (the same email more than once) are imported a single time.
Rows without a valid email are skipped.
If a single value isn't recognized (say, a misspelled country), we skip just that value and still import the person. Nothing is lost: you can fix the value later from the tester's profile.
Field reference
You can map your columns to any of these standard fields. We match your heading automatically when it's close (capitalization, spaces, and punctuation don't matter), and you can always change the match yourself.
Field | What to put in the column |
Email (required) | A valid email address |
First name | Free text |
Last name | Free text |
Age | A whole number (18 or older) |
Gender |
|
Phone | Free text |
Country | A country name, e.g. |
State / Region | Free text |
City | Free text |
Zip / Postal code | Free text |
Education | One of the values under Education below |
Income | A number greater than 0 |
Timezone | A standard timezone, e.g. |
Tech experience |
|
Employment status |
|
Industry | One of the values under Industry below |
Job function | One of the values under Job function below |
Company type | One of the values under Company type below |
Parental status |
|
Devices | One or more devices, comma-separated. See Devices below |
Social networks | One or more networks, comma-separated. See Social networks below |
For fields with a set list of choices, capitalization and punctuation don't have to match exactly: software & it services works the same as Software & IT Services.
Education
Associate degree, Bachelors degree, Doctorate degree, High school graduate, In college, In grad school, In high school, Masters degree, Professional degree, Other
Industry
Education, Finance & Banking, Food & Beverage, Government & Non-Profit, Healthcare, Hospitality & Travel, Manufacturing & Construction, Media & Entertainment, Software & IT Services, Retail
Job function
Accounting, Administrative, Arts & Design, Business Development, Community & Social Services, Consulting, Customer Support, Education, Engineering, Entrepreneur, Finance, Healthcare, Human Resources, Information Technology, Legal, Marketing, Media & Communications, Military & Security Services, Operations, Product Management, Program & Project Management, Purchasing, Quality Assurance, Real Estate, Research, Sales
Company type
Self employed, Startup, Small To Medium Business (1-999 employees), Large Or Enterprise (1,000+ employees)
Devices
List any of: iPhone, iPad, Android, Tablet, Mac, Windows, Linux. Separate multiple devices with commas, for example: iPhone, Android.
Social networks
List any of: Facebook, Twitter, Instagram, Snapchat, LinkedIn, Pinterest. Separate multiple with commas, for example: Instagram, LinkedIn.
Custom fields
Have profile data that doesn't fit a standard field, like Audience Segment, Serial Number, or Customer Number? When matching that column, choose Create new field.
It's added to your community profile and saved against each tester, so you can filter and view it like any other field. You can also map a column to a custom field you've already created.
Create new field always makes a text field. If you need a multiple-choice field (single- or multi-select), create it on your community profile first, then map your column to it during import.
Mapping to a multiple-choice field. The cell value must match one of the field's options (capitalization and surrounding spaces don't matter). Values that don't match any option are skipped, and the tester is still imported.
Single-select: put one option in the cell, e.g.
Paid subscriber.Multi-select: separate the chosen options with a pipe (
|), e.g.Cycling|Swimming|Running. (Note: this is different from the standard Devices and Social networks fields, which use commas.)
Tips & troubleshooting
The Import button is greyed out. Map one of your columns to Email: it's required.
A column didn't match automatically. Open its dropdown and pick the right field, or choose Create new field to keep it as a custom field.
Some values came in blank. They probably didn't match an accepted value (check the lists above for spelling). The tester is still imported, just update the value on their profile.
A person didn't appear / wasn't duplicated. If their email was already in your community, they were matched rather than added again, and your tags were applied to them.
Commas inside a value got split. Wrap the value in quotes in your CSV, e.g.
"Portland, OR".
Frequently asked questions
Will importing overwrite information on testers I already have?
Not unless you ask it to. By default, for existing testers we only fill in empty fields and apply your chosen tags. Anything already set is left untouched. Turn on Override existing data if you want the values in your file to replace what's already there.
What happens to my custom columns?
Map them to Create new field (creates a text field) or to an existing custom field. They're saved on each tester's profile. To import into a multiple-choice field, create that field first and map your column to it, see Custom fields above.
Is there a row limit?
Very large files may take longer to process. If you run into trouble, split the file and import in batches.