Overview
In Audit Now, you can add location-specific operational data to your checklists to be used as reference during audits. By uploading a CSV file, you can display metrics such as sales figures, hygiene scores, customer ratings (Google Business, etc.) during audits and automatically include them in your reports.
How Does CSV Data Upload Work?
Data uploaded in CSV format is automatically filtered based on the selected location when an audit is started and displayed in the following areas:
Mobile Application: On the "Location Metrics" page during the audit
PDF Reports: In reports generated when the audit is completed
Important Information
CSV data is for informational purposes only
It is not evaluated as an audit question
It does not require a response or action from the user
It is not included in score calculations
The current CSV file uploaded to the checklist is always displayed
CSV File Format
The CSV file you upload must contain the following three columns:
Column Name | Description | Example |
Location | Name of the location the data belongs to | "Beşiktaş Branch", "Istanbul Factory" |
Question | Metric or description to be displayed | " Google Business ", "Monthly Revenue" |
Answer | Related metric value | "78", "450000 TL", "%2.4" |
Step by Step: CSV File Upload
1. Prepare Your CSV File
Organize your data in Excel
Use three columns: Location, Question, Answer
You can add as many metrics as you want for each location
Save the file in CSV format
2. Upload CSV in Checklist Editor
Go to the Settings tab in the checklist editor and open the "Integration" section
Find the "CSV Upload Area" heading
Drag and drop your prepared CSV file or upload it from the file selector
When the upload is successful, the file name will be displayed
3. Publish the Checklist
Publish the checklist to save changes
CSV data will now be available for all audits started with this checklist
Using in Audits
Viewing on Mobile Application
CSV data is automatically displayed when the audit is started:
Start the audit in the mobile application
The "Location Metrics" page opens automatically immediately after the audit start page
View all metrics for the selected location
This data can be used as reference throughout the audit
The location metrics page provides auditors with location-specific context before the audit and guides them on which areas to focus on.
In PDF Reports
When the audit is completed:
Location metrics are automatically included in the generated PDF report
You don't need to take any additional action during reporting
Current data from the CSV is reflected in the report
Data Update
When you want to update your CSV data:
Delete the existing CSV file in the checklist editor
Upload the updated new CSV file
Publish the checklist
Note: Whichever CSV file is uploaded to the checklist, the current data is displayed in the mobile application and reports. Reports of past audits do not change.
Best Practices
When Preparing CSV File
Use consistent location names: Location names in the CSV must match exactly with the names in your location hierarchy in Audit Now
Choose meaningful metric names: Use descriptive names in the "Soru" column that auditors can easily understand
Specify units: Add units for numerical values in the Cevap column (TL, %, points, etc.)
Update regularly: Ensure auditors have access to the most current information by updating your data periodically
What Data Should You Add?
CSV format is ideal for the following types of data:
Sales and financial metrics: Monthly revenue, daily sales, average basket value
Quality scores: Hygiene scores, supplier evaluations, internal audit scores
Customer feedback: Google Business score, social media scores, NPS values
Operational KPIs: Waste ratio, efficiency metrics, inventory turnover
Comparison data: Previous month values, regional averages, target values