> ## Documentation Index
> Fetch the complete documentation index at: https://simplicityapps.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV Export

> Download all customer ratings and feedback as CSV (Premium feature)

<Info>
  **Premium Feature** - Available on the Premium plan (\$7.99/month)
</Info>

## What is CSV Export?

CSV Export allows you to download all your customer rating data in a spreadsheet-friendly format. Perfect for deeper analysis, reporting, or importing into other tools.

## What's Included in the Export?

Each exported row contains:

| Column           | Description                     | Example          |
| ---------------- | ------------------------------- | ---------------- |
| **Rating**       | 0-10 score                      | 9                |
| **Category**     | Promoter, Passive, or Detractor | Promoter         |
| **Order Number** | Shopify order number            | #1234            |
| **Comment**      | Customer feedback (if provided) | "Great service!" |
| **Date**         | When rating was submitted       | 01/15/2025       |

## How to Export Data

<Steps>
  <Step title="Open Dashboard">
    Navigate to the Simple NPS Survey dashboard in your Shopify admin
  </Step>

  <Step title="Apply Filters (Optional)">
    Use the filter buttons to narrow down data:

    * All responses
    * Promoters only (9-10)
    * Passives only (7-8)
    * Detractors only (0-6)
  </Step>

  <Step title="Click Export to CSV">
    Click the "Export to CSV" button in the top right of the responses section
  </Step>

  <Step title="Download File">
    Your browser will automatically download a file named `nps-responses-YYYY-MM-DD.csv`
  </Step>
</Steps>

<Note>
  The export includes only the filtered data. Apply filters before exporting if you want a subset of your data.
</Note>

## Using Exported Data

### Open in Excel or Google Sheets

<Tabs>
  <Tab title="Excel">
    1. Open Microsoft Excel
    2. Click File → Open
    3. Select your downloaded CSV file
    4. Data will automatically populate in columns
  </Tab>

  <Tab title="Google Sheets">
    1. Open Google Sheets
    2. Click File → Import
    3. Upload your CSV file
    4. Choose "Import data" and "Replace spreadsheet"
  </Tab>

  <Tab title="Numbers (Mac)">
    1. Open Apple Numbers
    2. Drag and drop the CSV file
    3. Data will import automatically
  </Tab>
</Tabs>

### Analysis Use Cases

<CardGroup cols={2}>
  <Card title="Pivot Tables" icon="table">
    Create pivot tables to analyze rating trends by month, category, or product
  </Card>

  <Card title="Charts & Graphs" icon="chart-column">
    Visualize data with custom charts beyond the dashboard
  </Card>

  <Card title="Email Lists" icon="envelope-open-text">
    Extract order numbers for targeted email campaigns
  </Card>

  <Card title="Custom Reports" icon="file-chart-column">
    Build monthly or quarterly reports for stakeholders
  </Card>
</CardGroup>

## Advanced Analysis Examples

### 1. Month-over-Month Comparison

<Steps>
  <Step title="Export data for two months">
    Export all data from your dashboard
  </Step>

  <Step title="Group by month in Excel">
    Use Excel's GROUP BY or pivot table features
  </Step>

  <Step title="Compare NPS scores">
    Calculate NPS for each month and compare trends
  </Step>
</Steps>

### 2. Comment Sentiment Analysis

<Steps>
  <Step title="Export promoter comments">
    Filter for Promoters (9-10) and export
  </Step>

  <Step title="Identify common themes">
    Read through comments and tag common positive themes
  </Step>

  <Step title="Leverage in marketing">
    Use recurring praise in product descriptions and ads
  </Step>
</Steps>

## Integration with Other Tools

### Import into CRM

Many CRMs accept CSV imports:

* **HubSpot** - Import contacts with custom NPS field
* **Salesforce** - Add NPS data to customer records
* **ActiveCampaign** - Create segments based on NPS

### Analytics Platforms

Analyze data in dedicated tools:

* **Google Data Studio** - Create custom dashboards
* **Tableau** - Build advanced visualizations
* **Power BI** - Enterprise reporting

### Email Marketing

Use for targeted campaigns:

* **Klaviyo** - Segment by NPS score
* **Mailchimp** - Import as tags or custom fields
* **Omnisend** - Create automation workflows

<Tip>
  When importing to other tools, the "Order Number" column helps you match ratings back to customers and products.
</Tip>

## CSV File Format

The exported file uses standard CSV format:

```csv theme={null}
Rating,Category,Order Number,Comment,Date
9,Promoter,#1234,"Great service!",01/15/2025
7,Passive,#1235,,01/15/2025
10,Promoter,#1236,"Best store ever!",01/16/2025
```

<Info>
  Comments with quotes or commas are automatically escaped for compatibility with all spreadsheet software.
</Info>

## Export Best Practices

<AccordionGroup>
  <Accordion title="How often should I export?" icon="clock">
    **Monthly exports** work well for most stores. Export at the end of each month for consistent records.
  </Accordion>

  <Accordion title="Should I filter before exporting?" icon="filter">
    It depends on your use case:

    * **Full exports**: Good for complete backups
    * **Filtered exports**: Useful for targeted campaigns (e.g., only Promoters for review requests)
  </Accordion>

  <Accordion title="How to handle large datasets?" icon="database">
    For thousands of ratings:

    * Use Excel's Power Query for advanced filtering
    * Consider database tools like MySQL or PostgreSQL
  </Accordion>
</AccordionGroup>

## Upgrade to Premium

CSV Export is included in the Premium plan.

<Card title="Upgrade Now" icon="gem" href="/pricing/premium-plan">
  Get unlimited ratings + CSV export + auto-tagging for \$7.99/month
</Card>

## Need Help?

<CardGroup cols={2}>
  <Card title="FAQ" icon="circle-question" href="/support/faq">
    More questions about CSV export
  </Card>

  <Card title="Contact Support" icon="headset" href="/support/contact">
    Get help from our team
  </Card>
</CardGroup>