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How to import customer journey maps as table data to UXPressia
How to import customer journey maps as table data to UXPressia

Learn how to import customer journey maps as table data to UXPressia

Tanya from UXPressia avatar
Written by Tanya from UXPressia
Updated over 2 months ago

If you want to import an existing customer journey map you built in some other tool (e.g., Excel), you can take advantage of our import functionality that works with table data.

How UXPressia import works

To import your map:

  • Click ‘IMPORT’ on the dashboard...

IMPORTING FROM THE DASHBOARD IN UXPRESSIA

...or 'ADD NEW' on the Tag page.

import a journey map

  • Select the option that fits you best (Excel/CSV import, pasting data, or importing from Google Sheets).

Excel/CSV file import

Here is how to import Excel and CSV files.

  • Excel files

If you have an Excel file with the map, make sure to structure the data in the Excel sheet properly before uploading the file.

Structuring the Excel data

Below is an example of the map structure that can be easily imported to UXPressia:

data structure for import

For the best result, make sure that your file

  • Includes stage names;

  • Includes section (aka swimlane) names;

  • Contains every single piece of the journey within one cell. If you have merged cells, they will be split during import, and all the content will go to the leftmost cell.

Note: If your file has multiple sheets, only the first one will be imported. If you need a different sheet, change the sheets’ order in Excel before importing the file.

When your sheet is ready, upload the file:

import window

Let UXPressia know what rows/columns of your file contain map stages and section names. This is needed to structure imported data properly:

import details

Next, you can preview the imported map, re-arrange data and specify the type of each map section.

import step 2

You can skip the fields which you don’t need to import.

Click ‘Import’ when you are done to finish importing.

Voilà, your map is now in UXPressia!

  • CSV files

Importing CSV files is similar to Excel. Additionally, you might need to specify what delimiter your file uses:

csv files import

In most cases, the auto option will work just fine. But if, after importing, you see that your file was parsed incorrectly, try selecting the delimiter manually.

Pasting table data

You can also copy your table data and paste it into UXPressia’s import tool to turn it into a journey map. This might be useful when you have the data in another tool (but not in Excel or Google Sheets).

  • Select the ‘Paste data’ option.

paste data options
  • Paste the content you copied into the window and follow the step-by-step instructions.

past import content

Importing Google Sheets

It takes three steps to import a journey map from a Google Sheet:

  • Connect your Google Drive account with UXPressia.

connecting google drive to uxpressia
  • Select the map you want to import:

google sheet import
  • Let the UXPressia platform know what rows/columns of your file contain map stages and section names:

google sheet import steps
  • Preview imported map and make re-arrangements if needed:

import result

Now you know how to import your customer journey map to UXPressia!

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