Importing people 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 people for larger projects.
When to Import People
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:
- Go to the People section within your project
- Select the Import People option
- Use “Download example People file” to download the people file template to ensure your file is structured correctly
- Prepare your file with people data and save as type CSV (Comma Delimited)
- Upload the file and confirm the import
Once imported, people will be added to your project.
What to Include in Your Import File
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.
After Importing People
Review:
- That all information has been added or updated correctly
- That the number of imported and updated records matches what you expected
- Any import notes, warnings, or errors generated during the import process
Make any necessary adjustments before launching your project.
Next Steps: Select Subjects and Assign Responders
On the People List page:
- Mark the individuals being assessed as Subjects
- 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.
Tips for Importing People
- Use the provided template
- Double-check your data before uploading
- Keep naming and formatting consistent
- Test with a small group if you are unsure
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 before launching your project
Related Pages
- Adding and Managing People
- Exporting People
- Responder Categories
- Subject Settings
