What do I need to know before I import my backlog?
You'll want to think about how you want your tags and modules set up in Receptive, because these can be brought in all at once via your import file. If you set these up before you import, you won't have to lift a finger afterwards! See our best practices for setting up tags and modules.
It’s very easy to populate your Receptive account with a CSV file (UTF-8) using our import tool.
We recommend populating your account with at least:
- 20 requests from your backlog
- 5 recent releases
- A few items that are currently in progress or on your roadmap
You want to show your customers + teams what to expect when they login to Receptive so they'll want to come back and check for updates!
How to import your CSV file
You will have the ability to designate a column in your CSV for your Receptive feature requests:
- Title (minimum required, 256 character limit)
- Description
- Tags
- Products / Modules - these must already exist within Receptive before you import
Use our csv import template when signed into a Google account.
Once you have your CSV file, make sure it's saved as Unicode UTF-8.
Then click here to login and import your backlog. Or, from your dashboard, click on the icon in the top right corner and click “Import”.
Click "Upload file".
If your CSV has a header row, select “Yes”. Choose the appropriate title, description, and tag columns and leave the rest as the default Not used
. As you choose the columns, you’ll see a preview of how your data will be imported into Receptive.
Once you’re happy with the setup, select Import
. Once your data has imported, you will have a confirmation message listing the number of requests that were imported.
Example CSV file
Use this example csv file to learn how to use markdown in your description and feature tags and products when you import. Save a copy and use this file to populate your data. (You must be signed into a Google account to save a copy.)
This is the example CSV file after it has been uploaded. Note that the markdown is still visible here.
And then this is how the request will look in the import preview:
If you have any problems, just email support@receptive.io and attach the CSV file you’d like to import.
After import
After you import your backlog, you'll want to create a great custom saved response for your "Awaiting Feedback" status, and then bulk update the status of your:
- Backlog items to "Awaiting feedback"
- Recent releases to "Released" to start populating your release log
- Roadmap items to "Planned" or "Building" to automatically add these onto your What's Coming list.
Comments
0 comments
Please sign in to leave a comment.