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 ‘ADD NEW’ on the dashboard...
... or the Tag page.
Go to the import tab and select the option that fits you best.
Excel/CSV file import
Here is how to import Excel and CSV 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.
How to structure the Excel data?
Below is an example of the map structure that can be easily imported to UXPressia:
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:
Let UXPressia know what rows/columns of your file contain map stages and section names. This is needed to structure imported data properly:
Next, you can preview the imported map, re-arrange data and specify the type of each map section.
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!
Importing CSV files is similar to Excel. Additionally, you might need to specify what delimiter your file uses:
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 some other tool (but not in Excel or Google Spreadsheets).
Select the ‘Paste data’ option.
Paste the content you copied into the window and follow the step-by-step instructions.
Importing Google Sheets
It takes three steps to import a journey map from a Google Sheet:
Connect your Google Drive account with UXPressia.
Select the map you want to import:
Let the UXPressia platform know what rows/columns of your file contain map stages and section names:
Preview imported map and make re-arrangements if needed:
Now you know how to import your customer journey map to UXPressia!