With our solution it is easy for your organization to import your existing data to ensure a seamless transition. Customer records including name and contact details can be imported into UsefulFeedback from spreadsheet files in either CSV or Excel (.xls) format.
To import a new set of customer details, select the Upload Data menu option from the Administration menu and follow the on-screen instructions. To help you provide details in the correct format, you will be able to download a template file that can be used as the basis for the data file to be imported.
Should you wish to create a large number of UsefulFeedback users, user name and contact details can be also be imported into UsefulFeedback from spreadsheet files. The upload process sets user privileges based on the information loaded and sends an automated email to each new user with a link to access the system and set a password. Again, template files showing the information expected in an upload can be downloaded.
Once case worker records have been created, a further team membership spreadsheet may be uploaded to assign case workers to different teams. The team membership upload associates users with teams and sets privileges for work on cases assigned to those teams. A case worker can belong to any number of workflow teams in UsefulFeedback so a single team membership upload can associate each user with several teams.
Data can also be loaded into UsefulFeedback using the Data Exchange Agent (DEA). The DEA is an open source tool that accommodates periodic upload of details from a local database (such as a CRM, Accounts or other customer database).
Designed to be installed local to a data-source, the DEA can be configured to automatically extract data from the data-source and upload it to UsefulFeedback The advantage of the DEA is that the process of extracting and uploading data can be set to run automatically on a timed schedule and using qualified queries so that once the bulk of data has been uploaded, updates and changes to individual records can be selected and uploaded automatically to keep UsefulFeedback up to date. The DEA can load details from XML, CSV, ODBC and JDBC based data sources.
The Data Exchange Agent is available for download from SourceForge.
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