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How are columns updated when I upload a new CSV to my panel?

written by
Melanie
Last updated:
January 28, 2022

Whether you are uploading a new CSV to a project or directly into your Research Hub panel, you can map the columns to existing fields or create new ones.

Updating Participant Data

Existing data will be updated for existing records IF there is an email address match and the email column has been mapped appropriately.

For example, participant Joe (joe@joe.com) is currently listed as a "Project Manager" in the job title column. If you upload a new CSV containing Joe's email and new tile, map the email column and job title column to the existing columns, andJoe's title will be updated. If email columns are not matched, a new participant will be created. Moreover, if the job title columns are not matched, a new column will be created.

Adding New Participant Data

Upon import, you can:

  1. Add a label to the entire batch of participants. This will make for quick and easy filtering later on. Note, we track the date the participant was added for you.
  2. Map new data to an existing column, selecting it from the drop down.
  3. Add new data, selecting "create new column." You can then specify the type of field that you are adding: text, number, date, or Yes/No.
Map your custom data into the Hub or update existing fields

Note, you do not have the ability to delete a column once uploaded. Be sure your CSV file only contains the data you want to import.

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