Importing People

 The Import People is an efficient tool for importing all data about Subjects and Responders into your project using a single CSV file.

This is the most efficient way to set up people for larger projects.

When to Import People

If you have only a few entries to make, it may be more efficient to enter them into your project individually by cutting and pasting the information from another source.

However, if you have many entries, the Import People will significantly reduce your effort. You may want to import people when:

• Setting up a project with many people
• Working with structured data (e.g., spreadsheets)
• Reusing people lists from previous projects

How to Import People

To import people:

1. Go to the People section within your project
2. Select the Import People option
3. Use “Download example People file” to download the people file template to ensure your file is structured correctly
4. Prepare your file with people data and save as type CSV (Comma Delimited)
5. Upload the file and confirm the import

Once imported, people will be added to your project.

What to Include in Your Import File

Accurate data is essential for a successful import. For each person, this file may contain first name, last name, gender, and email address. You can also add other demographic information like the location, job title, department, or division, which can be useful when generating Group sub-reports.

Importing people simply creates the person records within the project.

Assigning individuals as Subjects or Responders is completed in a later step of the project setup process..

Once the Import Is Complete

Review:

• Any import notes, warnings, or errors generated during the import process
• That all information has been uploaded or updated correctly
• That the number of imported and updated records matches what you expected

Even after importing your list of people, you can continue to add additional individuals at any time. Make any necessary adjustments before launching your project.

Next Step After Importing People – Select Subjects and Assign Responders

On the People List page:

1. Mark the individuals being assessed as Subjects
2. Assign appropriate Responders for each Subject

Use Status Reports to review responder assignments and verify that each Subject has the appropriate group of responders.

Make any final adjustments before launching the project.

Important Considerations

• Importing people may overwrite or add to existing data
• Changes made after import do not affect your original file
• Always review imported data for accuracy before launching your project