To get started with Reach, you need to import testers from other systems such as Google Sheets, Notion, Mailchimp, or local spreadsheets from Excel or Numbers.
We've gathered some resources here to help you export data from those tools so that you can import your contacts into Maze.
Maze
If you've manually sourced your emails using a Maze survey, follow these steps to export the results:
- Open the maze containing the survey:
- Open the Results dashboard, and select the open question block collecting the email addresses.
- Click the More (•••) menu, and select Export as CSV file.
- Open the downloaded CSV file, rename the relevant columns to more descriptive titles, and remove the columns that are not needed.
Google Sheets
To export a CSV from Google Sheets:
- Open the sheet which you want to export
- Click File > Download > Comma-separated values (.csv, current sheet)
Excel
To export an Excel worksheet as a CSV in the desktop version of Excel in Office 365:
- Navigate to the specific worksheet you want to download
- Go to File > Save As
- Change the File Format drop-down from "Excel Workbook (.xslx)" to "CSV UTF-8 (comma delimited) (.csv)"
- Rename your file as necessary and change the location of the export somewhere convenient and accessible
- Click Save
HubSpot
If you have a list in HubSpot that contains testers you'd like to import, you can export them by following the steps in Export Your Lists. You can also see Export your content and data for guides on how to export other types of content including contacts.
Mailchimp
Mailchimp provides tooling to customize and tailor your CSV export to exactly the audiences you want to use for testing. Take a look at View or Export Your Contacts for more on how to export a CSV from Mailchimp.
Notion
You can refer to Export a database as CSV for help exporting a database in Notion as a CSV.