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Surveys (PSindex®)

Prepare and upload your participant CSV

Build a valid import file and upload participants to your PSindex survey.

Last updated July 14, 2026

The fastest way to add participants to a PSindex® survey is a CSV import. Build the file once, upload it, and fix any flagged rows before anything is saved.

Before you start

You need the admin role. Your survey needs at least 3 participants before it can be scheduled, and at least one attribute column is required — attributes are what let you segment the heatmap later.

Build the file

Start from the downloadable template on the import screen — it has the right headers. The columns are:

  • First Name, Last Name, Email — required. Email is the identity key; use each person’s real work address.
  • Language — optional. Sets the language of their invitation and survey.
  • One column per attribute — for example Team Name or Manager Email. Include at least one. These become the demographics you filter and segment by; see Set up attributes and hierarchies.

Keep attribute values consistent. “Sales” and “sales ” read as two different teams.

Upload it

  1. From the survey’s Add Participants step, open the CSV importer.
  2. Download the template if you haven’t built your file yet.
  3. Upload your CSV and review the preview. The importer flags rows with problems — fix them in your file and re-upload, or correct them inline.
  4. Confirm the import.

Add or edit one person at a time

You don’t need a CSV for small changes. Add a single participant with their name, email, language, and attributes, or open an existing participant to edit their details. Each participant also has a personal Invitation Link you can copy and send directly — useful when email delivery is in doubt (see Platform emails aren’t arriving).

Next step

Once your roster looks right, move on to Schedule your survey and customize invitations.