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Data Import Tool

Article ID: 779
Last updated: 07 Mar, 2010

Data Import Tool


Upload a Voter List by Voter/Rec ID with a Code.


This feature was added to be used in combination with our Custom Export tool. Once you have exported Voters in the database (including their Record ID or Voter ID), you can upload those people into the database and assign a code. This can be helpful if you have used the Custom Export tool to run a list of people that you will be speaking to about issues. Then you sorted those people into the issues that they’re interested in. You can now import them (one list at a time) back into the system and automatically code them with the issue they are interested in.


How to import:

  1. Make sure your list is in .csv format.

  2. Go to Management àImports

  3. Click Browse and find your file.

  4. Click Open.

  5. Click the Layout this report is in.

  6. Select the Code you wish to add to each of these people.

  7. Click Upload.

  8. You should receive a confirmation that the upload was successful.


Custom Import Tools

If you are importing data often and would like the flexibility of importing in more information, you may want to consider the custom export tool. This tool is built for $125/hour and usually runs about $300.


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Article ID: 779
Last updated: 07 Mar, 2010
Revision: 1
Views: 561