Data Upload Common Questions

Table of Contents

• What is Data Upload?
• How do I store my file on the server?

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 store my file on the server?

When uploading data via a CSV file with our Data Upload service, we offer the ability to store that file in order for it to be accessed at a later by either a Server Admin, Data Upload Server Admin, or Data Upload Admin. 

This can be done on the Advanced Settings when creating new records or updating existing records.

After submitting your file for upload, the file will show on the Data Upload dashboard. Click the link to download the file.