> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV Import/Export

> Import and export BuildBetter data using CSV files for flexible data management

BuildBetter's CSV integration allows you to import external data into the platform and export your meeting data, transcripts, and analytics for use in spreadsheets, databases, or other tools that support the CSV format.

## Features

* **Data Import**: Upload CSV files to import external data into BuildBetter
* **Feedback Import**: Import customer feedback and conversation data via CSV
* **Bulk Export**: Export call data, transcripts, and summaries in CSV format
* **Custom Column Selection**: Choose which data fields to include in exports
* **Scheduled Exports**: Automate regular data exports to maintain up-to-date reports

## Import Capabilities

### Feedback Import

Import customer feedback and conversation data:

1. Navigate to **Data → Import → Feedback**
2. Download the CSV template with required fields
3. Fill in your feedback data following the template format
4. Upload your completed CSV file
5. Map columns if your headers differ from the template
6. Review and confirm the data
7. Process the import

### AI-Powered Column Mapping

When you upload a CSV file, BuildBetter uses AI to automatically detect and map your columns to the appropriate fields. The mapping dialog shows:

* **Columns needing review**: Low-confidence mappings that need manual verification
* **Auto-mapped columns**: High-confidence mappings that were automatically detected
* **Sample values**: Preview of your data to help verify mappings

You can override any AI suggestion by selecting a different field mapping from the dropdown.

### Available Field Mappings

| Field                 | Description                    | Multiple Columns Allowed |
| --------------------- | ------------------------------ | ------------------------ |
| **Feedback Content**  | The main feedback text         | Yes                      |
| **Feedback Date**     | Date/time of the feedback      | No                       |
| **Feedback Boundary** | Internal or external feedback  | No                       |
| **Person First Name** | Customer's first name          | No                       |
| **Person Last Name**  | Customer's last name           | No                       |
| **Person Full Name**  | Customer's full name           | No                       |
| **Person Email**      | Customer's email address       | No                       |
| **Company Name**      | Associated company name        | No                       |
| **Company Domain**    | Company website domain         | No                       |
| **Company Metadata**  | Map to existing company fields | Yes                      |
| **Feedback Metadata** | Additional custom fields       | Yes                      |

### Company Metadata Mapping

You can map CSV columns directly to your existing company metadata fields. This is useful for:

* Enriching company records with additional data from your CSV
* Matching feedback to companies based on custom identifiers
* Importing company-specific attributes like industry, plan type, or account tier

To map a column to company metadata:

1. Select "Company Metadata" from the field mapping dropdown
2. Choose an existing metadata field to map to, or create a new one
3. The data type (text, number, timestamp) is preserved during import

<Tip>
  Company metadata mapping works alongside company name and domain matching, giving you multiple ways to associate feedback with the right company records.
</Tip>

### Data Format Requirements

Your CSV file should include the following fields:

| Field            | Description                   | Required |
| ---------------- | ----------------------------- | -------- |
| `feedback_id`    | Unique identifier             | Yes      |
| `date`           | Date of feedback (YYYY-MM-DD) | Yes      |
| `source`         | Feedback channel/source       | Yes      |
| `customer_name`  | Customer's name               | No       |
| `customer_email` | Customer's email              | No       |
| `content`        | The feedback text             | Yes      |
| `category`       | Category/type of feedback     | No       |
| `sentiment`      | Positive/negative/neutral     | No       |
| `product_area`   | Relevant product area         | No       |
| `priority`       | Priority level                | No       |
| `status`         | Current status                | No       |

### Signal Processing

After import:

1. BuildBetter processes the feedback data through signal extraction
2. Signals are generated based on content analysis
3. View results in the **Signals** section of your dashboard
4. Filter and analyze the imported data alongside your meeting data

## Export Capabilities

### Recording Data Export

Export meeting recording data:

1. Navigate to **Recordings** or a specific folder
2. Select the recordings you want to export
3. Click **Export → CSV**
4. Choose what data to include:
   * Basic metadata (title, date, duration)
   * Participant information
   * Tags and categories
   * Access and sharing settings
5. Click **Export** to download the CSV file

### Transcript Export

Export transcript data:

1. Open any recording with a completed transcript
2. Click **Export → Transcript → CSV**
3. Configure export options:
   * Include speaker identification
   * Include timestamps
   * Include confidence scores
   * Format as monologue or dialogue
4. Download the CSV file

### Analytics Export

Export analytics data:

1. Go to **Analytics** section
2. Configure the report you want to export
3. Click **Export → CSV**
4. Choose the time period and data points to include
5. Download the CSV file

## Advanced Usage

### Scheduled Exports

Set up automated exports:

1. Navigate to **Settings → Scheduled Tasks**
2. Create a new task, selecting **CSV Export**
3. Configure:
   * Schedule (daily, weekly, monthly)
   * Data to include
   * Filter criteria (date range, tags, folders)
   * Delivery method (download, email, or cloud storage)
4. Save your scheduled export

### Bulk Data Management

For large datasets:

1. Use the **Bulk Export** feature in **Settings → Data Management**
2. Select data types to include
3. Apply filters for targeted exports
4. Choose between standard CSV or compressed formats for large datasets
5. Schedule for off-peak hours if working with very large datasets

## Troubleshooting

### Import Issues

* Verify your CSV file is properly formatted (UTF-8 encoding recommended)
* Check for special characters that might cause parsing errors
* Ensure date formats match the expected format (YYYY-MM-DD)
* Verify required fields are present and not empty

### Export Problems

* For large exports, try breaking into smaller batches
* Check for sufficient storage space for download
* Use the compressed export option for very large datasets
* Verify column selection if export is missing expected data

## Use Cases

### Data Analysis

* Export call data to spreadsheets for custom analysis
* Track meeting metrics over time
* Create custom dashboards in your BI tool

### Integration Bridge

* Use CSV as a bridge to systems without direct API integration
* Batch import external conversation data for signal processing
* Export and transform data for legacy system compatibility

### Reporting

* Create regular exports for executive dashboards
* Generate compliance reports with selective data
* Share anonymized data with stakeholders