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Data import survey template

See what breaks in your import, while the customer is still fixing it

Four questions for the moment an import finishes: where the data came from, how easy it was, what went wrong and what had to be fixed by hand. Usertick reads every written answer and groups the fixes into themes.

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What this data import survey tells you

A data import survey asks new customers how bringing their data in went, right after the first import finishes. This template takes about a minute: the source of the data, an effort score, the problems they hit and one open question about what they had to fix or redo by hand.

It is written for your web app, as a popup on the screen that reports the finished import. Target that screen on any plan, or, from Starter or on 1 survey on Free, fire a custom event such as Usertick.trigger("import_completed") from your code, and leave the show frequency on until answered so each customer sees it once. The same survey also runs as a link in your onboarding email.

Usertick reads each written answer as it arrives and files it under a category such as getting started, with a type, a sentiment and an urgency. Results shows the effort score against the period before and the share of each source and problem, and selecting a source narrows the page to those imports.

On your websiteAs a linkIn an emailAs a conversation
Questions
4
Time to answer
About a minute
Written for
Your app's import screen, right after the first import finishes
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

On your website

Show it as a popup, a side button or inside the page, and choose the pages and the moment it opens: on page load, after a delay, on scroll or as someone is about to leave, on every plan. Event and behavior triggers work on 1 survey on Free and on every survey from Starter.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Dropdown

Where did your data come from?

Why ask it
A spreadsheet upload, a move from another product and a load through your API fail in different ways. Knowing the source first makes every later answer easier to act on.
What you learn
A donut with the share and count of each source, with typed Other answers listed. Select Another product to see the effort score and problems for those migrations alone.
Make it yours
Add the products customers move from most often as options of their own, so migrations from each one get counted.
Question 2 of 4 · Customer effort

How easy was the import?

Why ask it
An import is often the first real work a customer does in your product, and a hard one colors everything after it. The effort score measures how much work it took.
What you learn
The average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar. Select each source in the first question to compare the score per source.
Make it yours
Watch the score after every change to the importer, since the next period shows whether the change helped.
Question 3 of 4 · Multiple choice · Optional

Did anything go wrong?

Why ask it
Field matching, duplicates and date formats are the usual import failures, and customers can name them faster than they can describe them.
What you learn
Bars with the share and count of each problem, since customers can pick several, with the typed Other answers listed. Select Date formats to read what those customers fixed by hand.
Make it yours
Keep Nothing went wrong as an option, so the bars show how many imports went cleanly.
Question 4 of 4 · Text · Optional

What did you have to fix or redo by hand?

Why ask it
The work a customer redid by hand is the cost of your importer's gaps, in their own words, such as reformatting a column or deleting duplicates one by one.
What you learn
Usertick reads each answer, gives it a theme and a type such as a bug or an idea, and marks the urgent ones. Results lists them filterable by theme, with up to 8 themes and their trends.
Make it yours
Keep it optional, and read the urgent answers the same day: a customer with missing records may need help before they give up.

What the answers show

Results turns each question into numbers you can follow week by week.

How easy was the import?

The average on its own scale and the share who found it easy, against the period before and by device.

Where did your data come from?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Did anything go wrong?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Data import in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Open it on the finished import

    Show the survey on the result screen, from a custom event or from page targeting, so the customer answers with the imported records in front of them.

  2. 02

    Ask once per customer

    Leave the show frequency on until answered, so the survey follows the first import only. Later imports are routine and tell you less.

  3. 03

    Send missing records to support

    Missing records can mean lost data. On every plan, a workflow posts urgent responses to Slack or Microsoft Teams, so someone checks the import the same day.

  4. 04

    Put the fixes in the backlog

    On every plan, a workflow creates a Jira or Linear issue for each response or for each theme, so the importer's gaps reach the team that owns it.

Customer effort scoreSaaS surveysWebsite surveysData export and portability questions

More customer effort templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
Customer effortSSO setupMeasure how hard single sign-on is to set up and where admins get blocked. Send it to admins a day after SSO is turned on.
Customer effortSandbox experienceLearn how well your test environment prepares developers for going live. Send it when a customer moves from the sandbox to production.
Customer effortSecurity review processFind out how easy it was for a buyer's security team to get what they needed from you. Send it when the review is signed off.
Customer effortIntegration setupMeasure how easy it is to connect an integration, find the step where people get stuck and learn which tools they want next. Show it right after someone connects an integration.

Questions from the library

Browse the question library
  1. Have you exported your data from us?Yes / No · Data export and portability
  2. Which formats do you need?Multiple choice · Data export and portability
  3. How easy was it to get your data out?Customer effort · Data export and portability
  4. Do you test changes before they reach your live account?Yes / No · Sandbox and test data
  5. Where do you test?Multiple choice · Sandbox and test data
  6. How easy is it to create test data?Customer effort · Sandbox and test data

Frequently asked questions

Right after the first import finishes, on the screen that reports the result. The customer still has the file open and remembers each problem.

Yes. Target the page that shows the import result, or, from Starter or on 1 survey on Free, fire a custom event from your code when the import completes and open the survey on that event.

Three to five. This template asks four, and only the source and the effort score are required, so it takes about a minute.

Select the most common problem in Results and read what those customers fixed by hand. Fix that step first, then compare the next period's effort score.

The popup opens only in your web app. For customers who load data through the API, send the survey by email from Usertick to the developers who ran the import, or put its link in your API docs.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

Listen better, act faster, and build what truly matters.

Start free, see what your customers mean, and get each answer to the person who can act on it.

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  • 150 responses a month on Free
  • Every channel and AI analysis
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