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 assign records?

When uploading data via a CSV file with our Data Upload service, we offer the ability to send a status email to a user or users of your choosing. 

This can be done on the Data Configuration screen when creating new records or updating existing records.

STEP 1. Within your CSV file, create a row for usernames. The header can be named anything you like. In this example, the header is username.

STEP 2. Add the usernames you'll be assigning records to.

PLEASE NOTE: In order for the record assignment to work, the user must have collect rights.

STEP 3. Once you've landed on the Data Configuration screen (please see the steps for creating new records or updating existing records), there is a mapping field for record assignment called "Assign Records by Username".

Click the Assign Records by Username drop-down and choose the correct row from your file.

STEP 4. On the Advanced Settings screen (after you've done the Data Mapping step), make sure Run Post Processing is enabled (this should be enabled by default) and click Submit.

The users will be assigned the records once Post-Processing is complete.