Import interviewers profiles with file

Compatibility:IdSurvey 5IdSurvey 6

You can import a list of new CAPI or CATI interviewers profiles in IdSurvey’s “Interviewers” section, by uploading it as an Excel file.

Instructions

Create a new Excel file using column headers recognized by IdSurvey. The only mandatory fields for your file are “Username” and “Password”. All the others are optional. You have to write the headers exactly as you see them, no spaces before, after or in between words.

Name

Surname

Username

Password

Email

Phone

Mobile

Address

NIN

Engagement

ZIPcode

City

Kind

Gender

BirthDate

EN_Import_Interviewers

Example of an Excel file with interviewers profiles to upload in IdSurvey

Once you’ve created your Excel file, enter the Interviewers section of the Admin interface.

Click on “Import from file” in the gearwheel button on top left of the screen, upload the file by clicking on “Upload” and selecting your Excel file from your computer.

Click on “Insert”, select the file sheet containing the profiles and then click on “Insert data”: IdSurvey will automatically upload your list of interviewers profiles. You can now close the upload window.

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