DataBank

What is DataBank Import?

The DataBank Import is an efficient tool for importing all data about Subjects and Responders into the People List using a single CSV file. This feature is available exclusively to Enterprise Edition users.…

What are the benefits of using the DataBank?

Saves time: If you have only a few entries to make, it may be more efficient to enter them into the People List individually by cutting and pasting the information from…

Preparing the DataBank import file

Correct formatting of the DataBank import file is essential. For detailed instructions, click on the 'Formatting' link on the Import DataBank page. Below, you'll find explanations for some of the…

How do I upload the DataBank file?

Uploading the Import DataBank feature is straightforward: Create a specially-formatted CSV file that lists all potential Subjects and Responders. (See "Formatting" on Import DataBank page for formatting instructions.) Use the Import DataBank sub-tab on…

Troubleshooting DataBank Upload Issues

Check File Formatting:Ensure that your file follows the formatting specifications outlined on the "Import DataBank" page. Save as ‘CSV UTF-8’:When saving your file, make sure to select the ‘CSV UTF-8’…

Can I make adjustments after the file is uploaded?

How do I control which fields of information appear in the People List grid? The fields that appear in the People List grid are defined by the first time an…

Is there a safe, easy way to experiment with the DataBank?

Yes, feel free to practice. Any listings from a temporary DataBank you upload can be deleted from the People List once you are done experimenting. To get started, you can…

How do I manage large DataBank Import lists?

Time. If your DataBank Import list of potential Responders (the CSV data file) contains information about several hundred individuals, it is important to recognize that every time you click a…

What is DataBank Import?

What are the benefits of using the DataBank?

Preparing the DataBank import file

How do I upload the DataBank file?

Troubleshooting DataBank Upload Issues

Can I make adjustments after the file is uploaded?

Is there a safe, easy way to experiment with the DataBank?

How do I manage large DataBank Import lists?

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