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Product Update

Introducing Importer Analytics: an easy way to improve import success rates

Importer Analytics unlocks powerful information about how your customers are interacting with your importer. From here, you can see data like conversion percentages, time spent per pane, and frequent errors your customers are encountering.

Sol Chen

Sol is the Chief of Staff at OneSchema.

July 23, 2024

An effortless onboarding experience can present a competitive advantage, while a difficult one can prevent customers from being able to move forward with the product and create a substantial barrier to adoption. When it comes to customer onboarding, data migration is often an integral step that can determine the success of onboarding. 

Customers are generally unable or unwilling to build API connections when getting started with a platform, resulting in spreadsheet data being commonly used for data onboarding. Whether your customers are uploading contacts, users, or financial data, creating a delightful CSV upload experience is a deceptively complicated undertaking. Without proper planning, teams encounter numerous delays. Building a CSV importer in-house takes an average of 3-6 months with two engineers, and costs over $75,000 a year to continuously improve. 

At OneSchema, we’ve strived to empower teams with the ability to launch an intuitive and performant data import experience with minimal effort. In further support of this mission to help you deliver a seamless onboarding flow, we’re excited to announce the launch of Importer Analytics! Importer Analytics unlocks powerful information about how your customers are interacting with your importer. From here, you can see data like conversion percentages, time spent per pane, and frequent errors your customers are encountering.

For more complex use cases, Event Webhooks allows you to build your own systems to capture and process the events that your customers take inside a OneSchema importer. Examples of potential use cases for event webhooks include:

  • Advanced analytics: You can forward events to your analytics platform like Amplitude or Mixpanel to perform more multifaceted analysis. You can include context about the OneSchema session that allows you to perform deeper analysis.
  • Monitoring and alerting: You can create alerting and monitoring for your operations teams to jump in and help customers if they get suck during a OneSchema import. 
  • Auditability: You can log the operations in a OneSchema session in order to fulfill compliance requirements.

Read on to learn how it works. 

The (many) challenges of importing clean data

There are two sides to every data import process, and a poorly designed process can result in significant time and effort investment on both ends. 

For the customers who have to import data, there are countless reasons why their upload can fail. The more data sources you have to ingest from your customers, the larger the undertaking of building an easy data onboarding experience. Without clear guidance to customers on how their data should be structured, onboarding teams often need to get involved to help transform the data into the necessary format. This can often require close collaboration between the customer and the company’s data team, and with the added complications of going back and forth across multiple time zones, leading to frustrations for the customer and onboarding taking months to complete. 

For sophisticated workflows where completion of the import is also critical for success, many companies end up transitioning the process to be entirely owned by their customer success and engineering teams. These teams end up with the burden of cleaning the data on behalf of their customers, turning a seemingly simple process into a core scaling challenge that stops them from growing as quickly as they otherwise could. 

Depending on the nature of the files being uploaded, the cost of ingesting badly structured data can be even higher than an abandoned import. For example, consider the case of an HR platform. Once a sheet of information about employees is uploaded to the system, numerous automations may be triggered (e.g. payroll, email invitations for employees to set up their accounts, etc.). Undoing the effects of this can have huge implications in some cases, or be impossible to completely uncouple. 

Improving success rates with the Importer Analytics

Having robust analytics can assist with pinpointing the areas users are getting stuck and efficiently prioritizing which of the many possible additional features that could be built. Improving the data upload experience not only has an immense impact on onboarding completion rates, but also creates an outsized impact on the amount of data your customers are willing (and able) to share. After improving the experience of their self-serve onboarding process, Streak saw a 2x increase in the number of records being imported. The percentage of new users who ran an import within their first 7 days also increased by 110%.

Without analytics, it can be a demanding (if not impossible) task to determine how to improve. Are the low import completion rates caused by users exiting the uploader due to the long initial load time of their large files? Confusion on how to map the columns to the required fields? Being unable to fix all the date formatting errors within their file? Or something entirely different?

Importer Analytics enables you to dive in on the following areas and effectively pinpoint the reasons users are getting stuck in your import flow.

Conversion Funnel

What are the conversion percentages for each step in the importer funnel? 

Time Spent Per Pane

What is the average time spent on each pane in the Importer flow?

Frequent Error Types 

What are the columns with the most validation errors that users see on the Review & Finalize pane?

Event Webhooks 

For complex use cases where diving even further into analytics is necessary, Event Webhooks allows you to see data around the following events:

  • Embed Initialized
  • Embed Resumed
  • Embed Closed
  • File Uploaded
  • Header Selected
  • Columns Mapped
  • Import Submitted

Leveraging Importer Analytics with other features

Utilizing the information from Importer Analytics with OneSchema’s Observability Integrations provides you with an even more comprehensive view into the exact areas that your customers are getting stuck, enabling you to effectively utilize Transforms, Autofixers, and the Education Widget to generate massive improvements in import completion rates.

The information gleaned from the Conversion Funnel and Time Spent Per Pane tabs can also be combined with the power of Education Widgets to better guide your customers on the import steps where they’re struggling most. 

Frequent Error Types can shed light on the most common blockers, giving your UX/CX specialists the necessary insight into areas for improving conversion and success rates. Moreover, it will help your Support team prioritize time spent on assisting customers with those blockers. Honing into these patterns also enables you to better make use ofTransforms to provide users with a straightforward file cleaning experience by performing pre-built transformations once customers finish the mapping step. Possible transforms include:

  • Find-and-replace
  • Column splitting and merging 
  • Column creation and filling 

Using Analytics to fully utilize the potential of features like Warnings, Accept All Suggestions, and Picklist Descriptions can make sure your customers successfully make it through the entire process of uploading their file with as little effort as possible. 

Get started with Importer Analytics 

Importer Analytics are now available to all customers, and Event Webhooks are available for enterprise tier customers.  If you’re an existing customer interested in trying out the new Importer Analytics, log in to the Analytics page. If you’re not a customer yet, get in touch here to schedule a demo and learn more about how OneSchema can help make your data imports effortless for both you and your customers. 

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Product Update
February 26, 2024

Introducing Importer Analytics: an easy way to improve import success rates

Sol Chen
Sol is the Chief of Staff at OneSchema.

Request a demo

An effortless onboarding experience can present a competitive advantage, while a difficult one can prevent customers from being able to move forward with the product and create a substantial barrier to adoption. When it comes to customer onboarding, data migration is often an integral step that can determine the success of onboarding. 

Customers are generally unable or unwilling to build API connections when getting started with a platform, resulting in spreadsheet data being commonly used for data onboarding. Whether your customers are uploading contacts, users, or financial data, creating a delightful CSV upload experience is a deceptively complicated undertaking. Without proper planning, teams encounter numerous delays. Building a CSV importer in-house takes an average of 3-6 months with two engineers, and costs over $75,000 a year to continuously improve. 

At OneSchema, we’ve strived to empower teams with the ability to launch an intuitive and performant data import experience with minimal effort. In further support of this mission to help you deliver a seamless onboarding flow, we’re excited to announce the launch of Importer Analytics! Importer Analytics unlocks powerful information about how your customers are interacting with your importer. From here, you can see data like conversion percentages, time spent per pane, and frequent errors your customers are encountering.

For more complex use cases, Event Webhooks allows you to build your own systems to capture and process the events that your customers take inside a OneSchema importer. Examples of potential use cases for event webhooks include:

  • Advanced analytics: You can forward events to your analytics platform like Amplitude or Mixpanel to perform more multifaceted analysis. You can include context about the OneSchema session that allows you to perform deeper analysis.
  • Monitoring and alerting: You can create alerting and monitoring for your operations teams to jump in and help customers if they get suck during a OneSchema import. 
  • Auditability: You can log the operations in a OneSchema session in order to fulfill compliance requirements.

Read on to learn how it works. 

The (many) challenges of importing clean data

There are two sides to every data import process, and a poorly designed process can result in significant time and effort investment on both ends. 

For the customers who have to import data, there are countless reasons why their upload can fail. The more data sources you have to ingest from your customers, the larger the undertaking of building an easy data onboarding experience. Without clear guidance to customers on how their data should be structured, onboarding teams often need to get involved to help transform the data into the necessary format. This can often require close collaboration between the customer and the company’s data team, and with the added complications of going back and forth across multiple time zones, leading to frustrations for the customer and onboarding taking months to complete. 

For sophisticated workflows where completion of the import is also critical for success, many companies end up transitioning the process to be entirely owned by their customer success and engineering teams. These teams end up with the burden of cleaning the data on behalf of their customers, turning a seemingly simple process into a core scaling challenge that stops them from growing as quickly as they otherwise could. 

Depending on the nature of the files being uploaded, the cost of ingesting badly structured data can be even higher than an abandoned import. For example, consider the case of an HR platform. Once a sheet of information about employees is uploaded to the system, numerous automations may be triggered (e.g. payroll, email invitations for employees to set up their accounts, etc.). Undoing the effects of this can have huge implications in some cases, or be impossible to completely uncouple. 

Improving success rates with the Importer Analytics

Having robust analytics can assist with pinpointing the areas users are getting stuck and efficiently prioritizing which of the many possible additional features that could be built. Improving the data upload experience not only has an immense impact on onboarding completion rates, but also creates an outsized impact on the amount of data your customers are willing (and able) to share. After improving the experience of their self-serve onboarding process, Streak saw a 2x increase in the number of records being imported. The percentage of new users who ran an import within their first 7 days also increased by 110%.

Without analytics, it can be a demanding (if not impossible) task to determine how to improve. Are the low import completion rates caused by users exiting the uploader due to the long initial load time of their large files? Confusion on how to map the columns to the required fields? Being unable to fix all the date formatting errors within their file? Or something entirely different?

Importer Analytics enables you to dive in on the following areas and effectively pinpoint the reasons users are getting stuck in your import flow.

Conversion Funnel

What are the conversion percentages for each step in the importer funnel? 

Time Spent Per Pane

What is the average time spent on each pane in the Importer flow?

Frequent Error Types 

What are the columns with the most validation errors that users see on the Review & Finalize pane?

Event Webhooks 

For complex use cases where diving even further into analytics is necessary, Event Webhooks allows you to see data around the following events:

  • Embed Initialized
  • Embed Resumed
  • Embed Closed
  • File Uploaded
  • Header Selected
  • Columns Mapped
  • Import Submitted

Leveraging Importer Analytics with other features

Utilizing the information from Importer Analytics with OneSchema’s Observability Integrations provides you with an even more comprehensive view into the exact areas that your customers are getting stuck, enabling you to effectively utilize Transforms, Autofixers, and the Education Widget to generate massive improvements in import completion rates.

The information gleaned from the Conversion Funnel and Time Spent Per Pane tabs can also be combined with the power of Education Widgets to better guide your customers on the import steps where they’re struggling most. 

Frequent Error Types can shed light on the most common blockers, giving your UX/CX specialists the necessary insight into areas for improving conversion and success rates. Moreover, it will help your Support team prioritize time spent on assisting customers with those blockers. Honing into these patterns also enables you to better make use ofTransforms to provide users with a straightforward file cleaning experience by performing pre-built transformations once customers finish the mapping step. Possible transforms include:

  • Find-and-replace
  • Column splitting and merging 
  • Column creation and filling 

Using Analytics to fully utilize the potential of features like Warnings, Accept All Suggestions, and Picklist Descriptions can make sure your customers successfully make it through the entire process of uploading their file with as little effort as possible. 

Get started with Importer Analytics 

Importer Analytics are now available to all customers, and Event Webhooks are available for enterprise tier customers.  If you’re an existing customer interested in trying out the new Importer Analytics, log in to the Analytics page. If you’re not a customer yet, get in touch here to schedule a demo and learn more about how OneSchema can help make your data imports effortless for both you and your customers. 

An effortless onboarding experience can present a competitive advantage, while a difficult one can prevent customers from being able to move forward with the product and create a substantial barrier to adoption. When it comes to customer onboarding, data migration is often an integral step that can determine the success of onboarding. 

Customers are generally unable or unwilling to build API connections when getting started with a platform, resulting in spreadsheet data being commonly used for data onboarding. Whether your customers are uploading contacts, users, or financial data, creating a delightful CSV upload experience is a deceptively complicated undertaking. Without proper planning, teams encounter numerous delays. Building a CSV importer in-house takes an average of 3-6 months with two engineers, and costs over $75,000 a year to continuously improve. 

At OneSchema, we’ve strived to empower teams with the ability to launch an intuitive and performant data import experience with minimal effort. In further support of this mission to help you deliver a seamless onboarding flow, we’re excited to announce the launch of Importer Analytics! Importer Analytics unlocks powerful information about how your customers are interacting with your importer. From here, you can see data like conversion percentages, time spent per pane, and frequent errors your customers are encountering.

For more complex use cases, Event Webhooks allows you to build your own systems to capture and process the events that your customers take inside a OneSchema importer. Examples of potential use cases for event webhooks include:

  • Advanced analytics: You can forward events to your analytics platform like Amplitude or Mixpanel to perform more multifaceted analysis. You can include context about the OneSchema session that allows you to perform deeper analysis.
  • Monitoring and alerting: You can create alerting and monitoring for your operations teams to jump in and help customers if they get suck during a OneSchema import. 
  • Auditability: You can log the operations in a OneSchema session in order to fulfill compliance requirements.

Read on to learn how it works. 

The (many) challenges of importing clean data

There are two sides to every data import process, and a poorly designed process can result in significant time and effort investment on both ends. 

For the customers who have to import data, there are countless reasons why their upload can fail. The more data sources you have to ingest from your customers, the larger the undertaking of building an easy data onboarding experience. Without clear guidance to customers on how their data should be structured, onboarding teams often need to get involved to help transform the data into the necessary format. This can often require close collaboration between the customer and the company’s data team, and with the added complications of going back and forth across multiple time zones, leading to frustrations for the customer and onboarding taking months to complete. 

For sophisticated workflows where completion of the import is also critical for success, many companies end up transitioning the process to be entirely owned by their customer success and engineering teams. These teams end up with the burden of cleaning the data on behalf of their customers, turning a seemingly simple process into a core scaling challenge that stops them from growing as quickly as they otherwise could. 

Depending on the nature of the files being uploaded, the cost of ingesting badly structured data can be even higher than an abandoned import. For example, consider the case of an HR platform. Once a sheet of information about employees is uploaded to the system, numerous automations may be triggered (e.g. payroll, email invitations for employees to set up their accounts, etc.). Undoing the effects of this can have huge implications in some cases, or be impossible to completely uncouple. 

Improving success rates with the Importer Analytics

Having robust analytics can assist with pinpointing the areas users are getting stuck and efficiently prioritizing which of the many possible additional features that could be built. Improving the data upload experience not only has an immense impact on onboarding completion rates, but also creates an outsized impact on the amount of data your customers are willing (and able) to share. After improving the experience of their self-serve onboarding process, Streak saw a 2x increase in the number of records being imported. The percentage of new users who ran an import within their first 7 days also increased by 110%.

Without analytics, it can be a demanding (if not impossible) task to determine how to improve. Are the low import completion rates caused by users exiting the uploader due to the long initial load time of their large files? Confusion on how to map the columns to the required fields? Being unable to fix all the date formatting errors within their file? Or something entirely different?

Importer Analytics enables you to dive in on the following areas and effectively pinpoint the reasons users are getting stuck in your import flow.

Conversion Funnel

What are the conversion percentages for each step in the importer funnel? 

Time Spent Per Pane

What is the average time spent on each pane in the Importer flow?

Frequent Error Types 

What are the columns with the most validation errors that users see on the Review & Finalize pane?

Event Webhooks 

For complex use cases where diving even further into analytics is necessary, Event Webhooks allows you to see data around the following events:

  • Embed Initialized
  • Embed Resumed
  • Embed Closed
  • File Uploaded
  • Header Selected
  • Columns Mapped
  • Import Submitted

Leveraging Importer Analytics with other features

Utilizing the information from Importer Analytics with OneSchema’s Observability Integrations provides you with an even more comprehensive view into the exact areas that your customers are getting stuck, enabling you to effectively utilize Transforms, Autofixers, and the Education Widget to generate massive improvements in import completion rates.

The information gleaned from the Conversion Funnel and Time Spent Per Pane tabs can also be combined with the power of Education Widgets to better guide your customers on the import steps where they’re struggling most. 

Frequent Error Types can shed light on the most common blockers, giving your UX/CX specialists the necessary insight into areas for improving conversion and success rates. Moreover, it will help your Support team prioritize time spent on assisting customers with those blockers. Honing into these patterns also enables you to better make use ofTransforms to provide users with a straightforward file cleaning experience by performing pre-built transformations once customers finish the mapping step. Possible transforms include:

  • Find-and-replace
  • Column splitting and merging 
  • Column creation and filling 

Using Analytics to fully utilize the potential of features like Warnings, Accept All Suggestions, and Picklist Descriptions can make sure your customers successfully make it through the entire process of uploading their file with as little effort as possible. 

Get started with Importer Analytics 

Importer Analytics are now available to all customers, and Event Webhooks are available for enterprise tier customers.  If you’re an existing customer interested in trying out the new Importer Analytics, log in to the Analytics page. If you’re not a customer yet, get in touch here to schedule a demo and learn more about how OneSchema can help make your data imports effortless for both you and your customers. 

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