Data Upload Common Questions

Table of Contents

• What is Data Upload?
• How do I assign 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 see which user uploaded the file?

As a Data Upload Server Admin or a Data Upload Company Admin, you will have access to view the Data Upload Dashboard (Server Admins can see across all profiles. Company Admins can see within their own profile). The dashboard contains information such as upload status, post-processing status, files, and more.

To view which user uploaded a file, please follow the instructions below.

STEP 1. From the iFormBuilder Admin Portal, hover over the Mega Menu and select Upload (under the Data section).

STEP 2. Once you're brought to the Data Upload Dashboard, you can view the user in the Uploaded By column.

PLEASE NOTE: This information is only available on the dashboard for 30 days.