Importing a request backlog or list (csv)

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!

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

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 features that were imported.

Example CSV file

See the file below called "request backlog example file" for an example of how to use markdown in your description and feature tags and products when you import. 

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 Receptive:

If you have any problems, just email [email protected] 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.