Importing data

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About

The following guide will explain how to format input data to import it to Timebook.

Fatures marked with * are restricted to higher plans.

Timebook provides several entry points for data via integrations, including Intercom tickets, Slack messages, and transcripts from Zoom meetings.

If you already have data in structured form, you can import it to the following modules:

• Interviews

• Opportunities

• Feedback tickets

• Surveys*

Interviews

Interviews require a conversation transcript in .vtt or .txt format.

To import your file, click '+New interview' and select the transcript option:

Timebook will analyze the file, parse the formatting to make it easier to read, and ask you map the speakers as interviewers and participants:

Opportunities

Opportunities require data in .csv format.

The import option is available in the top-right corner of the Opportunities page:

Example

Field	Description	Example
Title		Faster onboarding
Problem		New users get lost in the first session
Notes
Desired outcome		Users complete setup in under 10 minutes
Importance		– / Very low / Low / Moderate / High / Critical
Current satisfaction		– / Very dissatisfied/ Dissatisfied / Neutral / Satisfied / Very satisfied
Status		Draft / Backlog / In Discovery / In Delivery / Addressed / Declined

Title,Problem,Desired outcome,Importance,Current satisfaction,Status
Faster onboarding,New users get lost in the first session,Users complete setup in under 10 minutes,5,2,To do
Better search,People cannot find old interviews,Search returns relevant interviews quickly,4,3,In Progress
Mobile notifications,Users miss comments on mobile,Users get notified about mentions on their phone,3,1,To do

Feedback tickets

Tickets require data in .csv format.

The import option is availabie in the top-right corner of the Feedback inbox:

Example

Here's a schema of how feedback ticket data is parsed:

Field	Description	Example
Title	The title of the ticket.	Login fails on Safari
Description	The contents of the feedback ticket.	"Customer cannot sign in on Safari 18. Session expires after a few seconds."
Assignee	The workplace member to whom the ticket is assigned.	[e-mail]
Status	The system status of the ticket.	In review / In progress / Done / Declined
Severity	The severity (priority) of the ticket.	Low / Normal / High / Critical

And this is how your .csv should be formatted:

Title,Description,Assignee,Status,Severity
Login fails on Safari,"Customer cannot sign in on Safari 18. Session expires after a few seconds.",[e-mail],In review,High
CSV export is empty,Export from reports returns 0 rows for last month.,[e-mail],In progress,Normal
Mobile push missing,User does not get notified about new comments on iPhone.,[e-mail],Done,Critical
Dark mode contrast,Text in the sidebar is hard to read in dark mode.,[e-mail],Declined,Low

Surveys

Surveys require data in .csv format.

To import your file, click the '+New survey' button. Select the file to upload, or paste the data directly:

Example

Here's an example of customer satisfaction survey that can be saved to .csv as it is:

Respondent	Date submitted	Q1: Overall satisfaction	Q2: Most used area	Q3: Suggested improvement
Anna Smith	2026-08-12	4	Insights	Search could surface older interviews faster
Mark Tayler	2026-08-14	5	Opportunities	Would like bulk-editing for tags
Julia Brown	2026-08-15	3	Reports	Report exports take too long
Thomas Wilson	2026-08-19	4	Interviews	Nothing major, transcript search works well

And here's the questionnaire reproduced into a .csv file. Make sure that:

• first row contain the questions

• remaining rows contain the answers

Respondent,Date submitted,Q1: Overall satisfaction,Q2: Most used area,Q3: Suggested improvement
Anna Smith,2026-08-12,4,Insights,Search could surface older interviews faster
Mark Taylor,2026-08-14,5,Opportunities,Would like bulk-editing for tags
Julia Brown,2026-08-15,3,Reporting,Report exports take too long to load
Thomas Wilson,2026-08-19,4,Interviews,Nothing major, transcript search works well

Troubleshooting

If your report requires manual field mapping, you will receive a report once the parsing is done. Fields that could not be mapped will be listed alongise their parent item:

The import report highlights items that need your attention, showing which fields couldn’t be mapped.