iFormBuilder Data Upload

Table of Contents

• What is Data Upload?
• How do I view the uploads that contain errors?

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 view the uploads that contain errors?

To see which data sets had errors during the data upload process, please follow the instructions below.

PLEASE NOTE: To access Data Upload, you'll need one of the following User Management Policies:

• Server Admin
• Company Admin
• Data Upload Server Admin
• Data Upload Admin

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

STEP 2. Under the Data section, select Upload.

STEP 3. On the left-hand side, click on Errors.

STEP 4. You'll see the filter icon enabled. The data will now only show the uploads which had errors. Hover over the status icon for more detailed information.