Importing participants allows you to add multiple subjects and responders to your project at once using a structured file.
This is the most efficient way to set up participants for larger projects.
When to Import Participants
You may want to import participants when:
- Setting up a project with many participants
- Working with structured data (e.g., spreadsheets)
- Reusing participant lists from previous projects
- Managing complex responder relationships
How to Import Participants
To import participants:
- Go to the Participants section within your project
- Select the Import option
- Download or review the import template (if available)
- Prepare your file with participant data
- Upload the file and confirm the import
Once imported, participants will be added to your project.
What to Include in Your Import
Your import file typically includes:
- Subject information (e.g., name, email, job title)
- Responder information (e.g., name, email)
Accurate data is essential for a successful import.
Reviewing After Import
After importing participants, review:
- That all information has been added or updated correctly
- That the number of imported and updated is what is expected
- Review the import notes for any import errors or warnings
Make any necessary adjustments before launching your project.
Common Issues to Watch For
- Missing or incorrect email addresses
- Formatting issues in the import file
Careful preparation helps avoid these problems.
Tips for Importing Participants
- Use the provided template
- Double-check your data before uploading
- Keep naming and formatting consistent
- Test with a small group if you are unsure
- Review all imported data before sending invitations
Important Considerations
- Importing participants may overwrite or add to existing data
- Changes made after import do not affect your original file
- Always review imported data before launching your project
Related Pages
- Adding and Managing Participants
- Exporting Participants
- Responder Categories
- Subject Settings
