The Open Data Interchange – Net Promoter System®
The establishment of an open file standard to exchange data for the Net Promoter System will help broaden its acceptance among users and vendors, and follows models associated with open source software projects.
Introduction
This Open Data Interchange – Net Promoter System is an open-source initiative to promote the next step in the development of the Net Promoter System (NPS). The aim is to make it easy for vendors and users to exchange data in a common format, helping to make the Net Promoter System the de facto standard for loyalty and customer retention.
The format includes:
- All usual CRM fields, allowing a database of customers to be easily surveyed.
- Usual Net Promoter fields (score, comment), allowing a data set to be analysed by an external system or re-imported into a CRM system.
- Meta data, including time-stamps, action for workflow etc.
The vision is to develop vendor-neutral reporting standards for NPS. The first step is to implement data standards – in the IT world examples like GIF, MP3, PDF, AVI exist.
Why develop the Open Data Interchange for Net Promoter?
What it Involves
File Format and Details
This is the Net Promoter System – Open Data Interchange IMPORT/EXPORT format, 1.0 version published on 01-28-2014: 09:43.
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Data should be presented in a “flat file” format
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All fields on one line
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Preferred format XML. CSV and XLS (Excel) can be optionally used for convenient manual uploads.
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Mandatory field needs to be filled in.
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For CSV, XLS - Do not change the order of the columns
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If the data field(s) is not applicable to your situation do not delete the column(s) and just leave it as blank (do not use null as a value).
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Supported date format are:
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For Excel any standard XLS date format is supported (NB be aware of 1900 v 1904 date issues: http://support.microsoft.com/kb/180162).
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For CSV and XML file type the date format should be yyyy-mm-dd hh:ii:ss ,i.e. 2014-12-01 12:00:00
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Parts of the Data – Overview
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Personal Contact Data (relates to the person)
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Name, email etc
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Language
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Personal Segmentation (job level etc)
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Company Contact Data (B2B - relates to the account)
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Name
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Address
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Country
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Company segmentation data (division, size of company, salesperson)
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Miscellaneous
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Date reference
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Other segmentation details
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"Bring Your Own Data” (BYOD) historic NPS details
Parts of the Data – Personal Details
Field Name |
Description |
Type |
CustomerNumber |
Your reference for this customer, customer ID eg 446788 (could be Salesforce Customer Number)(MANDATORY) |
char |
Contact email address (eg John.Smith@mail.com) |
Char(100) |
|
SMSTelephone |
International standard: + CountryCode Local Number, e.g. +1 212 5555 5555 |
Char(150) |
FirstName |
Eg “John” |
Char(60) |
LastName |
Eg “Smith” |
Char(60) |
Salutation |
Eg “Mr” |
Char(20) |
JobPosition |
Eg “Marketing Manager” |
Char(255) |
JobLevel |
This shows person in, Eg “A” (can be one of ABCU, A is Strategic eg CxO, VP, B = Tactical eg Manager, C= Operational, U=Unknown ) |
Char(1) |
Language |
ISO 639: Two-letter Language Code for invite and survey, e.g. EN |
Char(2) |
CompanyNumber |
Company reference, company ID eg ACME12, Account Number, Salesforce Account Ref, etc |
Char(255) |
Company |
Company Name, eg ACME |
text |
CompanyRevenue |
Last fiscal year revenue |
float |
CompanyRevenueCluster |
Pareto indication of Revenue High or Low. Helps to show on heat map. Use “A” High or “B” Low |
Char(1) |
AgentName |
Relevant person who interacted on this transaction or account |
Char(255) |
AgentEmail |
Email for the AgentName |
Char(255) |
Country |
Respondent, Mandatory, eg "US" (2 digit names ISO Standard) |
Char(2) |
State |
Respondent State |
Char(255) |
Area |
Respondent Area |
Char(255) |
City |
Respondent City |
Char(255) |
Division |
Respondent Division, eg Marketing |
Char(15) |
Currency | ISO 4217 Currency Code: USD, EUR, etc | Char(3) |
NPSFormat | Transactional/relationship | Enum(Transactional/ |
NPSType | b2b/b2c/b2e | Enum(b2b/b2c/b2e) |
NumberOrder | Unique transaction identifier, e.g. order number, call ID, etc | tinytext |
OrderValue | Order value if transactional | Decimal(15) |
DateOrder | Date the transaction occurred (MANDATORY), required for reporting purposes. Date cannot exceed the upload date | date (yyyy-mm-dd hh:mm:ss) |
segment_a | Custom data, can be used as organisation needs (distinct values, for filtering) | Char(100) |
segment_b | Custom data, can be used as organisation needs (distinct values, for filtering) | Char(100) |
segment_c | Custom data, can be used as organisation needs (distinct values, for filtering) | Char(100) |
segment_d | Custom data, can be used as organisation needs (distinct values, for filtering) | Char(100) |
segment_e | Custom data long text, (not available for filtering) | Char(255) |
FlightName | Name of flight “Spring 2013” | Char(255) |
NetPromoterScore | 0 – 10 standard (mandatory) | int(2) |
Comment | Verbatim Text, comment, up to 65K chars UTF-8 | text |
SurveyCompletedDate | Survey completed: YYYY-MM-DD HH:MM:SS | date (yyyy-mm-dd hh:mm:ss) |
EmailSentDate | Survey invite sent: YYYY-MM-DD HH:MM:SS | date (yyyy-mm-dd hh:mm:ss) |
FollowUpRequired | Y or N : did customer ask for a follow up call? | char(1) |
Resources and Documentation
Support documentation and explanation here:
Open Data Standard for Net Promoter Background and Information (PDF, 98K)
File examples:
Open Data Standard for Net Promoter – XML format (XML, 12K)Open Data Standard for Net Promoter – Spreadsheet format (CSV, 1K)
Benchmark your NPS system:
Using Excel files
Download NPS benchmark file - NPS 100 (XLS, 86K)Download NPS benchmark file - NPS 66 (XLS, 86K)
Download NPS benchmark file - NPS 33 (XLS, 86K)
Download NPS benchmark file - NPS 0 (XLS, 86K)
Download NPS benchmark file - NPS -50 (XLS, 86K)
Download NPS benchmark file - NPS -100 (XLS, 86K)
Using XML files
Download NPS benchmark file - NPS 100 (XML, 86K)Download NPS benchmark file - NPS 66 (XML, 86K)
Download NPS benchmark file - NPS 33 (XML, 86K)
Download NPS benchmark file - NPS 0 (XML, 86K)
Download NPS benchmark file - NPS -50 (XML, 86K)
Download NPS benchmark file - NPS -100 (XML, 86K)
Using CSV files
Download NPS benchmark file - NPS 100 (CSV, 86K)Download NPS benchmark file - NPS 66 (CSV, 86K)
Download NPS benchmark file - NPS 33 (CSV, 86K)
Download NPS benchmark file - NPS 0 (CSV, 86K)
Download NPS benchmark file - NPS -50 (CSV, 86K)
Download NPS benchmark file - NPS -100 (CSV, 86K)
Certification logo:

Download vector version certification logo (PDF, 886K)
Discussion and Support
Interested stakeholders are invited to discuss the Open Data Interchange in the LinkedIn Group (https://www.linkedin.com/groups/Open-Data-Interchange-Net-Promoter-7447657) follow on Twitter @OpenDataNPS, or by emailing discussion@opennetpromoter.org. The Open Data Interchange is currently supported by the following organisations:
Who is behind this?
The Open Data Interchange initiative was launched by CustomerGauge in January 2014, following proposals to standardize Net Promoter Reporting (http://customergauge.com/2009/09/net-promoter-news-standardising-on-a-net-promoter-score-reporting-format-snps-09/)