iFormBuilder Data Upload

Table of Contents

• What is Data Upload?
• How do I see my completed uploads?

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 see my completed uploads?

To see your completed uploads, 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 Completed.

STEP 4. You'll see the filter icon enabled. The data will now only show the completed uploads.