How do I add or import bulk competitors to my Birdeye account?
Competitive analysis helps businesses identify competitors' strengths and weaknesses, enabling better product development and strategic planning. By closely monitoring competitors, you can better understand customer needs and refine your roadmap.
With Birdeye, adding competitors is quick and scalable - simply upload an Excel file to track and compare multiple businesses at once, eliminating manual entry.
Follow the steps below to import competitors seamlessly and gain valuable insights.
Adding Bulk Competitors
The first step in conducting a competitive analysis is to add all competitors to your Birdeye account. To begin, click the 'Settings' icon at the top-right corner, navigate to the 'Competitors' section on the left navigation rail, and click 'Manage competitors.'
To import competitors in bulk, click the 'Add Competitor' drop-down arrow and select 'Bulk Import.'
Download the sample spreadsheet by clicking 'Competitor Template.'
If you have your spreadsheet, click 'Upload Spreadsheet' to upload it.
To view the import history, click 'Import History.'
After downloading, the file will be saved, and a toast message confirming the successful download will appear.
Now, add your new competitors and fill in the required details, such as brand name, locations, and other relevant information.
To include review sites, add a new column for each. For your reference, a list of all review sites is available in the next tab. You can copy and paste them as needed.
Once you have added the required information, save the Excel file and upload it to the platform by selecting it from your system.
Click 'Next' to proceed further.
Click 'Start import' to start the process. After that, import will begin and take a few minutes.
Once the import is complete, you will receive a status update within the platform. If any errors occur, you can download the error file by clicking the 'Download error file' button to review and fix them.
You will also receive an email notification regarding the bulk upload status, indicating whether it was successful or if any issues need to be addressed.
Bulk Actions for Competitor Management
Bulk actions simplify competitor management, allowing you to efficiently delete, upload, or download competitor data with just a few clicks from the three-dot menu.
1. Delete Competitors
You can remove multiple competitors at once to keep your list updated.
Steps:
- Click on the three-dot menu in the Competitors section.
- Select Delete from the options.
- Select all or choose the competitors you want to remove.
- Confirm the deletion to complete the action.
2. Update Competitors
Modify existing competitor details by uploading a prepared Excel file.
Steps:
- Click on the three-dot menu in the Competitors section.
- Select Update and download the template file (if required).
- Fill in the competitor details and save the file.
- Upload the file, and Birdeye will process the updates.
- Once completed, you’ll receive a status update and an email notification.
3. Download Competitor List
Export your existing competitor list for analysis or record-keeping.
Steps:
- Click on the three-dot menu in the Competitors section.
- Select Download to export the competitor data.
- The file will be saved to your system for further use.
With these bulk actions, managing competitors is easier than ever. Quickly track, update, and refine your insights with just a few clicks.