🧩 Introduction
AskNicely now offers a CSV uploader for your custom groups, handled on your Data Management page.
Navigate to:
Settings > General > Data Management > Custom Groups tab
This article will guide you through uploading several groups at a time using CSV. If you are new to Custom Groups or have a small number to create, we recommend starting with manual creation instead.
📥 Find the Bulk Importer in AskNicely
To begin:
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Click the Cog Wheel to open Settings
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Click Data Management
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Choose Custom Groups
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Click Bulk Import
You will then: 5. Enter the new Group Name (e.g. "Supervisor") 6. Choose the data field these groups will be based on (e.g. "Customer Success Manager")
🔔 You must select an existing data point already present in AskNicely.
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Click Continue
⚠️ You may see a popup warning about unsaved changes. Click Leave to proceed—nothing will be deleted.
🧙 The Wizard
The import wizard will guide you step-by-step.
📄 Adding in the CSV
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Click Download CSV Template
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Add or paste your data into the CSV using the correct column headers
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Save the file
Example:
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Supervisor: Rufus Wainwright supervises Arya Stark, Jon Snow, Tyrion Lannister
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Supervisor: Matthew Berninger supervises Jamie Lannister, Ramsay Bolton
✅ This process scales for small or large groups—even thousands!
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Upload the CSV using Browse Files or drag-and-drop
✅ Finishing the Import
After uploading:
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Confirm what each column contains (group name or grouped item) using the dropdown menus
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Click Match
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On the next screen, confirm your selections and click Confirm
You’ll see a summary showing:
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New groups added
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Existing groups updated
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Total number of groups under this title
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Number of new data lines added
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Duplicate data lines ignored
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Total data under this group
Choose an option:
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Keep all groups: Retains existing data not in the current upload
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Remove groups not in this import: Keeps only the uploaded data
Click Apply Changes > then Done
🔁 Applying the Changes
Back on the Custom Groups screen:
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Click Apply Changes to assign the new group data to contacts
🕐 This process may take some time depending on contact volume
Example: If Jamie Lannister is the CSM, AskNicely will apply the Supervisor "Matthew Berninger" to that contact.
⚠️ These data points apply to contact data going forward. They do not apply retroactively to existing responses.
You can now use these custom groups like any other data point—inserting them into templates, sorting leaderboards, and more.
🙋 Need Help?
Reach out via the chat button in the bottom-right corner or email support@asknice.ly for assistance!