Data Upload Common Questions

Table of Contents

• What is Data Upload?
• How do I create new records?

What is Data Upload?

The Data Upload service allows users to populate data tables, update records, assign records, and more by uploading data via a CSV formatted file.

How do I create new records?

In order to create new records via the Data Upload service, please follow the instructions below.

STEP 1. From inside the iFormBuilder Admin Portal, hover over the Mega Menu.

STEP 2. Under the Data section, select Upload.

STEP 3. From the Data Upload dashboard, click the + button.

STEP 4. Click Upload a File.

STEP 5. Your Profile ID will be auto-populated.

If you are a Server Admin or Data Upload Server Admin, you can change the Profile ID if necessary. Click Profile ID.

Search for your Profile ID and select it.

STEP 6. Click Select a Form.

STEP 7. Search for the form you'll be using and select it.

STEP 8. Upload your file by either dragging into the upload area or clicking Browse for File.

STEP 9. If there are no errors, your file will show green. Click Data Configuration to move on to the next screen.

STEP 10. Create new records will be the default selection.

This screen also allows you to assign records. This is a field you would create in your CSV file. In this example, I've named the field, username.

STEP 11. Click Data Mapping to move to the next screen.

STEP 12. Map your CSV columns to your Form elements. If the headers in your CSV file match the data column name of the form element, it will auto-map them for you. If not, you can choose the CSV Column Names from the drop-downs.

Click Advanced Settings to move to the next screen.

STEP 13. From the Advanced Settings screen, you can choose to do the following:

• Run Post Processing: This will post data to endpoints, send emails and assign records.
• Send email upon upload completion: This will send an email to the addresses list once the upload has been completed.
• Delete existing records in the table: This will delete all records currently in the table and then upload the data from CSV file into that table.
• Store file on server: This will store the CSV file and will provide a hyperlink to that file on the Data Upload Dashboard. This link will be good for 7 days.

Once you've made your selections, click Submit.