Who can perform a bulk update to update participant profiles?
Analysts and Moderators can use a Bulk Import to add missing profile data, correct existing attributes, or update segment assignments across a Study.
Steps to Bulk Update Participant Profiles
Go to Study Admin > Add Participants
Locate the Bulk Import a Spreadsheet pane
Click Start Import
On the import page, upload your prepared spreadsheet.
Optional: If you are unfamiliar with the spreadsheet layout, click Create Template to generate a pre-formatted spreadsheet file
Review the column header information and assign the appropriate data type for each column
For New Profile Fields/Segments: Select New Segment or New Custom Field
For Existing Profile Fields/Segments: Select Assign Segment or Assign Custom Field
Once each column mapping has been validated, click Continue
Review the mapped data preview for any formatting errors or warnings. A set of Import Settings will appear once the data has been validated
Click Start Import
Once the above steps have been completed, participant profiles will update with the newly assigned attributes/custom fields, or segments.
Important Considerations
When updating existing participant profiles, review your spreadsheet columns carefully regarding passwords:
Do Not Include Password Columns for Routine Updates: If you are updating general profile data (such as Custom Fields or Segments), remove the Password column from your spreadsheet.
Including a Password column during a bulk update will overwrite existing participant passwords with the values provided in the spreadsheet.
Intentional Password Updates Only: Include a Password column only if you explicitly intend to reset or overwrite passwords for the imported participants.
Still have questions?
If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].