---
title: "Paste or upload customer evidence"
canonical_url: https://zentrik.ai/docs/product/import-evidence-files
markdown_url: https://zentrik.ai/docs/product/import-evidence-files.md
category: "Product guides"
learning_track: "discovery"
last_reviewed: 2026-09-21
---

# Paste or upload customer evidence

Import a transcript, note, document, or spreadsheet into Discovery and check the result.



## Paste or upload

Use manual import when the evidence is already on your computer or you are testing a small batch.

### Upload a file

In **Discovery**, select **New → Import data… → Upload file**. Choose **Upload file** for raw customer evidence. Choose **Curated findings** or **Requests & bets** only when the file already contains finished records of that type.

Choose the mode that matches your file:

| Mode | Use it when | Result |
| --- | --- | --- |
| **Rows** | Each CSV/XLSX row is a separate piece of evidence. | One signal per row; you map columns such as title, date, product, account, and evidence text. |
| **Whole file** | The report, export, or document should stay together. | One signal for the file; no column mapping. This is usually the clearest choice for DOCX, PDF, TXT, Markdown, and HTML. |

If you are unsure, choose **Rows** only when each row can stand on its own. Otherwise, choose **Whole file**.

1. Add your file. You can add multiple transcript files when each file represents one call or meeting.
2. Choose a **Signal type**—usually **Customer feedback** for rows or **Discovery report** for a whole file. Add **Product** or a **Global account** when the same context applies to the entire upload.
3. Select **Preview**. Nothing is created yet. For **Rows**, check the selected product, account, title, date, evidence, and source-link columns. The preview groups records as:
   - **Ready**: will become a signal.
   - **Review**: needs a decision, usually because an account value does not match an existing workspace account.
   - **Skipped**: will not become a signal.
4. Resolve every account review, then select **Import signals**. You can map an unmatched value to an existing account, import it without an account, apply the global account, or skip the row. Until the review is resolved, the import action remains blocked.

Zentrik links rows to existing workspace accounts; it does not create accounts during an import. Imported signals retain source details such as the filename, sheet or row, dates, and URLs.

### Paste text

Use **Paste text** for notes, transcripts, tickets, reviews, survey responses, or reports.

### Limits

Files can be up to 50 MB each. A batch can include up to 100 files, and a Rows import can create up to 500 signals.

![Animated walkthrough of choosing Upload file, selecting Rows, reviewing the row preview, and switching to Whole file.](https://zentrik.ai/images/product/discovery/manual-file-upload-walkthrough-light.gif)

Watch the path from **New** to the preview: **Rows** creates one signal per row, while **Whole file** creates one signal without column mapping.

## Check the result

After importing, open the source Signal and check the text, product, account, and processing status. Review the extracted evidence before using it to shape work. If processing fails, inspect the error before retrying.

## Related guides

- [Studies](https://zentrik.ai/docs/product/idea-studies)
- [See an idea before you build it](https://zentrik.ai/docs/product/imagine-ideas)
- [Choose an idea status](https://zentrik.ai/docs/product/idea-statuses)