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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
Surface themes with highlights
Emily Brogan

Customer Education


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Last updated11 September 2023
Duration5 min

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