In this article, you can find the steps on how to import Historical Volume into your Forecast below:
- Access Forecast and choose the Workstream you would like to import the data for
- Select three dots next to the Workstream you choose and click on "Import Historical Volume"
- Download the template created and upload it to your Google Drive
- Open the file with Google Sheets and edit your new Historical Data
- Upload new Historical Volume
- Generate new Forecast
Note: If you are hitting google sheet limits of 40,000 rows, you can always use Microsoft Excel or Apple Number as their default would be 1 million rows. Do note though, exporting CSV from Apple Numbers does not produce the valid result for some regions. In some regions, due to the system settings in the CSV delimiter used by Apple Numbers is
; , when we expect a comma instead.
Additionally, all the steps above are demonstrated in this video:
Important: With the imports, you will need to upload at least 2 weeks of data with 15 minute increments and the timezone of this data should be in UTC. Any 15 minute period without volume should still be filled in the CSV with 0 as no interval can be skipped in the uploaded CSV. Additionally, once data is uploaded, it will only use the data that is available in your import and will not combine with historical Zendesk data. We will only use one or the other and not a combination of both.
Seeing Errors or having issues when uploading your data? Don't fret! Our team build a CSV file validator tool to help catch and show all errors with the Volume or AHT of the import file to make sure it checks all the boxes for us to be able to process the data. You can use the tool here. We recommend always using the validator tool before uploading your historical data CSV.