Improve user experience of CSV import

What is the challenge?

• Properly configuring a csv file for import is challenging and confusing

• When importing the logs don't provide useful information especially when a record was successfully created but some fields didn't populate correctly

• It's difficult to determine how to configure the csv file for import (what kind of separator to use when there are multiple entries for a field, how to refer to other Aha records in custom fields, etc)

What is the impact?

• Using the CSV import is frustrating

• Wasted time trying to get the import to work properly

• Limits use of Aha when lists created elsewhere cannot be imported

Describe your idea.

• Clearer documentation about how to configure the csv to import properly, either in the "what fields can I import" page or listed in the Aha KB

• Specific things:

  • How to separate multiple values for fields like custom user selects or tags

  • For custom fields that refer to other Aha records, what record reference to use

  • An example csv showing how to properly configure different kinds of fields for upload

• More informative logs--when records are created but csv columns have data in them that could not be added to certain fields it would be useful to see why