How do I Upload Bulk Participant Data?

Get the the benefit of being able to set up custom fields, manager/team relationships, time zone and language preferences for larger programs across all your participants at once.

Importing and Exporting User Data

Bulk User Data Import and Export is a simple feature that you can access in the platform (on most plans). You can add user data and custom fields to the platform either in advance or after a program has launched. You can also assign Mangers to specific participants in their team - if they have already been set up as Users.

For plans that don't have this feature enabled, you can send your csv file or request to export data via help@actionable.co.

General instructions can also be found in the platform by clicking on Import Users or Export Users buttons.

Setting Up Your Bulk Upload File

1. If you already have Users with commitments and you are adding data to their profile, you can use the Export Users function to create a .csv file and it will include the fields you need:
   
   • Navigate to your client or organization "People" tab
   • Click "Export Users" option
   • Save file
   • Adjust file to add new data (see next step).
2. If you don't have Users yet, create your own spreadsheet using appropriate first row column labels, or adjust your exported file to add new data:
   • Standard Fields - i.e. First Name (first_name), Last Name(last_name), Email (email) at minimum. See chart below for standard field labels. (Note: Participant ID must be included to update existing profiles). 
   • Custom fields - you'll need to add these to the client first by going to Custom Fields tab) and creating them. Then, add the assigned field label (custom-field) as a column label in your upload file.
     
     

     first_name	last_name	email	region	manager
     Judy	Smith	jjsmith@theirdomain.com	AUS	rrplant@theirdomain.com

3. Add Participant data to the Upload file

If not already in CSV format, save sheet as .csv file.

Complete Upload

1. Review file. Check:

1. • Column labels match platform field labels exactly. See table below and review "Custom Fields" tab in Client Dashboard.
   • There are no spaces before or after text in any cells
   • There are no blanks
   • There are no hidden columns or extra columns when you scroll
   • Double check for obvious typos or errors (i.e. .cot instead of .com)
2. In “People” tab, click Import Users and upload file as per directions on screen.
   

Troubleshooting

Occasionally, you may have an error in your file which will prevent information form loading into User profiles. The uploader tool will identify some errors. Common issues to check:

1. If loading new Users - check if they already have an account
2. Error in an email address
3. Extra information, text, or spaces in a cell
4. Information in wrong format i.e. in column label
5. Wrong header format

Note: Uploader may identify which row of data had the error - which will be 1 row less than the count in your sheet (it doesn’t include header row).

 

 

Standard Platform Field Labels and Descriptions: