Articles on: Getting started with Trustmary

Importing reviews manually (Excel, csv, etc.)

Quick steps



Go to Review Connections in Trustmary, and select Import manually.
Upload the file or copy review data directly.
Select the correct data fields for each column and import.


Start by navigating to Review Connections via the navigation bar.


Next, click the Import manually button.


In here you have two options: copy the data from a spreadsheet to the text box or upload a file.

When copying the data, you'll just need to copy the lines from your spreadsheet, and paste them directly to the text box. The import automatically recognizes how the data is separated, and should identify the columns. If this is not the case, you can separate the data points on each line with a comma.


Your other options is to upload a file directly to Trustmary. In this case, make sure all the data is arranged in their own columns (for example, the review text and name are in their own columns).

An example of a spreadsheet containing reviews.
After uploading the file, the next step is to to specify the data types of the columns on your file (e.g. reviewer's name, review text, NPS/Star rating). See the data field explanation below for more information.

You can also add date and time to your reviews. Note that in an Excel file (.xlsx) the column should be formatted as Date in Excel.

In a .csv-file the date should follow the ISO format, from which you can see an example below:

2023-03-02T15:17:00.000+02:00


You can also override the date in the file import flow in Trustmary, by checking the Review date checkbox and selecting a date.

Once you've selected data types for all the columns, check that everything looks right in the Preview field, and click Import x reviews.


After the import is done, you'll see a page that tells you how many reviews were created, and a link to show these reviews.


Data field explained



Review data fieldDescription
Review textThe review text itself written by the reviewer.
Reviewer nameReviewer's name left on the review in question.
Reviewer job titleThe job title of the reviewer (if applicable).
Review profile image URLA URL to the reviewer's profile image on the review.
Review locationThe location of the review (if applicable).
Reviewer organizationThe company or organization the reviewer works for.
NPSNet Promoter Score, a common metric for measuring how likely someone would be to recommend a company to others. Scored on a scale of 0–10.
Star ratingStar rating on a scale of 1–5.
External IDAn external id from for example a CRM or other system.
TagA keyword you would like to import as a "tag" on the review. Can be used for filtering the reviews to a widget, or managing them.
(Do not import)The data in the column in question is not imported

Updated on: 08/05/2025

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