Update a field of contacts database with file

Compatibility:IdSurvey 6IdSurvey 7

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.

Instructions

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.

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.

update_from_file_excel

Excel file to update contacts for fields “Mobile” and “UTC”

update_from_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.

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