Learn
Help
Updates

Go to app
Log inGet Dovetail free

Product

OverviewChannelsMagicIntegrationsEnterpriseInsightsAnalysisPricingLog in

Company

About us
Careers15
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyAdvancing your analysisLesson

Analyze different data types in projects

Dovetail isn't just for surfacing findings in video and interview notes. Learn how to import documents and spreadsheet data into notes to tag and enrich your insights further.


Import documents

Conduct secondary research and draw connections between your customer data and broader industry trends. Bring in existing documentation, academic papers, presentations, and market and competitor reports as raw data in your notes to be tagged and surfaced in your insights.

You can upload documents into notes from your device, Google Drive or OneDrive.

  • To do this, open your project, go to Notes and select Import data > Browse.

  • Once your document is uploaded, open the note and preview your document to tag.

Supported document types include:

  • PDFs (.pdf)

  • Microsoft Word documents (.docx)

  • Microsoft Powerpoint files (.pptx)

  • Keynote presentations (.key)

  • Apple Pages (.pages)

  • Google cloud documents, sheets, slides or drawings. They will be imported as a static PDF.


Import spreadsheet data

You can also create multiple notes at once from a spreadsheet. This is handy for importing data like NPS feedback, survey responses, and customer feedback to bring in to Dovetail.

🎓 Homework

Start a blank project and upload a document as a note to tag. Alternatively, explore our pre-populated Industry reports project template in our Community to test and tag documents.

Tag documents today


Make sense of your data
Create notes and import data
Make sense of your data
Highlights and tags
Emily Brogan

Customer Education


Next lesson

Integrate Dovetail with your tools

Integrate Dovetail with your tools

Last updated11 September 2023
Duration5 min

Product

OverviewChannelsMagicIntegrationsEnterpriseInsightsAnalysisPricingLog in

Company

About us
Careers15
Legal
© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started for free


or


By clicking “Continue with Google / Email” you agree to our User Terms of Service and Privacy Policy