Previously this item comes under Administrator > Import Participants option.
Import participant is a bulk import process to directly add participants from csv file.
Steps for Import Participant:¶
To download the document format for participant import you need to click on download button.
Modify the document for import participant:
First row is the header of the column require participant data to import and below that are the already imported participants.
On document DISPLAY_NAME and [REGION_ID or REGION_NAME] are mandatory fields.
If you want to update existing participant details then specify USER_ID or DISPLAY_NAME.
REGION (Particiant will see only the surveys for which region they are associated with.)you can specify REGION_NAME or REGION_ID.
Column IS_ACTIVE (Enables the participant to see and participate in surveys) : The value can be “TRUE” or “FALSE”
After that following are the optional details such as PRIMARY_CONTACT, PRIMARY_EMAIL and other participant field details.
Save the file with CSV(Comma delimited) format.
Click on Browse and select modified csv file and click on import button.