Data Upload Common Questions

Table of Contents

• What is Data Upload?
• How do I update existing 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 update existing records?

One of the great new features of the Data Upload service is the ability to update existing records through CSV upload (previously, only new records could be created).

In order to update existing records via the Data Upload service, please follow the instructions below.

STEP 1. Since you'll be updating existing records, you'll need a row within your CSV file that references the Record IDs you'll be updating.

The header can be named anything you like. In this example, the header is record id.

STEP 2. Add the Record IDs you'll be updating.

STEP 3. From inside the iFormBuilder Admin Portal, hover over the Mega Menu.

STEP 4. Under the Data section, select Upload.

STEP 5. From the Data Upload dashboard, click the + button.

STEP 6. Click Upload a File.

STEP 7. Your Profile ID will be auto-populated.

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

Search for your Profile ID and select it.

STEP 8. Click Select a Form.

STEP 9. Search for the form you'll be using and select it.

STEP 10. Upload your file by either dragging into the upload area or clicking Browse for File.

STEP 11. If there are no errors, your file will show green. Click Data Configuration to move on to the next screen.

STEP 12. Click Update existing records by Id.

Here you must decide what you want to do with records that don't have a Record ID that matches a record on the server. You have two choices:

• Create new record: If a Record ID is missing or doesn't match on your CSV file, this will create a new record on the server.
• Skip: If a Record ID is missing or doesn't match on your CSV file, the record will not be uploaded to the server and will be ignored.

STEP 13. Since you are updating existing records, your CSV file will need a column with the corresponding Record IDs.

From the CSV Column Names drop-down, please select the column to use as a reference. In this example, the header of the column is record id.

This screen also allows you to assign records. This is a field you would create in your CSV file. 

STEP 14. Click Data Mapping to move to the next screen.

STEP 15. 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 16. 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.
• 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.

Check your data to make sure the records were updated.