|Compatibility:||IdSurvey 5||IdSurvey 6|
In IdSurvey you can edit one or more contact database field(s) after you uploaded the contacts list into “Contacts Management”.
Using the “Update from file” function you can update contacts’ information by uploading an Excel file with the contact IDs and the fields to update.
To update contacts you have to get all the contacts IDs first.
Enter section “Contacts Management” under “Management”, in the survey menu.
Select the contacts profiles to update. Click on the gearwheel button on top left and then on “Export” to export all contacts displayed (please note: before version 6, IdSurvey exports only contacts displayed in the current page). Once the export is done, you have to open the file. From version 6 onward, the exported file is in excel format, while previous versions export it as a CSV that needs another step to be opened:
OPEN THE EXPORTED FILE ON EXCEL (Only version 5 and 5.5): To open the downloaded file go on Excel and create a new file then go on "Data" and select as external data origin "From Text". Select the downloaded file in .csv format. "Type original data" has to be "Delimitated", file origin "UTF-8", proceed and select "Delimitation" = "Comma" select all "Text" and insert data.
Copy the column “ContactID” into a new Excel file. This column is the variable that identifies contacts to update. Other than “ContactID” you have to add in the new Excel file also column(s) to update or add. Once you’ve done save your file.
Click on the gearwheel button on top left and then on Update from file. Follow the upload process by clicking on “Upload from file” (floppy icon or green “+”): select the Excel file to import and the sheet containing data, then click on “Insert data”. You should get a message like “Inserted rows 11”, for example, meaning that 11 contacts were correctly updated.
Close the upload window: you contacts will be updated.