The Import Data from CSV file feature allows you multiple ways to import data into your panel datapoints. Below are your options.
Create your CSV data file by mapping columns in the file to datapoints created in the Datapoint Manager. To import smoothly into the panel, your CSV data file should use column headers corresponding to the data point labels. For best results, use Export Panel Data to create this file and confirm that all data contains values acceptable to the datapoints that will store them. For example, you will get an error report if you try to upload a value of 6 to a radio data point that only has five options.
On the following screen, click Upload files and use the file upload dialogue box to upload your file. Once it is uploaded click the icon to proceed to the datamapping screen.
From the datamapping screen, if your file headers closely match up with the datapoint labels in your panel, the "Map automatically" button should easily recognize all mappings. You will still need to double-check the mapping to make sure the correct column in the file is mapped to the correct datapoint.
To manually set a datapoint mapping, use the pulldown provided for each row. In addition to datapoints you can also map to the following system fields (email address is required when inserting new panelists):
- EMAIL ADDRESS
- The primary email address associated for each panelist. There cannot be any duplicate emails mapped to this field.
- EMAIL VALID
- Defines whether the email address is valid, 'yes' or invalid, 'no'. If marked invalid, the panelist will not be sent any emails from the panel. When importing new panelists this will be defaulted to 'yes' and is not required.
- The unique alphanumeric identifier associated for each panelist. There cannot be any duplicate identifiers mapped to this field. When importing new panelists and not included, the system will generate custom identifiers to be used.
- Defines whether the panelist is subscribed to the panel, either 'yes or 'no'. If marked 'no', the panelist will automatically be excluded from receiving invitations and from accessing the portal. When importing new panelists this will be defaulted to 'yes' and is therefore not required.
- JOIN DATE
- The date the panelist joined the panel (in format MM/DD/YYYY). When importing new panelists this will be defaulted to the current date when the import is processed.
- Defines whether a panelist has been blacklisted, either 'yes' or 'no'. If marked 'yes', the panelist will not be sent any emails from the panel. When importing new panelists this will be defaulted to 'no' and is not required.
- Corresponds to the language code preferred by the panelist (for invitation text, info pages, etc). When importing new panelists this will default to the default language defined within the Language Manager and is therefore not required.
- RECRUITMENT SOURCE ID
- Maps to recruitment sources defined under Panel functions >> Recruitment Sources.
1: Import Settings
The following settings are available for the import process:
- Test import
- This will designate the import as a test import. It will then run the import without saving the information to the panel yet still generate a report as if it were a typical import. This is helpful for ensuring the datafile and mapping are error free.
- Maximum errors
- Use this setting to stop the export when the specific error threshold has been reached. The threshold is number of validation / line errors.
- Import method
- This will allow you to either add panelists, update panelists or to do both in the import.
- Save order as
- This will allow you to designate a name and to save the order in use for future imports.
Once you have finalized the import settings click IMPORT to begin the import process. Once finished, a report log will be generated. If the import was successful it will show the count of all inserts/updates. If any errors were encountered it will list them along with the line # the error was found. Please make any necessary revisions to the file or datapoint mapping and retry the import until successful.
2: Importing to Checkbox Datapoint
Importing to a checkbox datapoint requires a specific column header format in order for the system to clearly distinguish the beginning and ending columns of the checkbox choices. The required format is the question label, followed by an underscore and the choice value, followed by ) and the choice text as seen below.
Qlabel_1) Choice text 1, Qlabel_2) Choice text 2, Qlabel_3) Choice text 3, etc.
Please note that you must include all of the checkbox columns for the specific question, whether there is data to import in all columns or not, in order to be able to map the import file.
3: Import Data with Decoded Values
- 1. Male
- 2. Female
- 3. Prefer not to answer
Typically the response values in your datafile would correspond to the choice punch value. For example using the question above, you would import a value of "1" for Male and "2" for Female. However it is supported for your datafile to contain the literal choice text instead, so the values would be "Male", "Female" or "Prefer not to answer". Please note that if using decoded values, the responses in your datafile must match EXACTLY to the datapoint choice text programmed in the panel. When available, this option can be toggled on/off from the datapoint mapping screen for each datapoint.