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Bulk Import: Import Settings

The Import Settings available during Bulk Import, including password setup, username verification, and Study assignment.

If there are no issues preventing your Bulk Import from proceeding, a set of Import Settings will appear after the Verify Data stage.

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Use these settings to configure options that impact the Panelists being imported:

  • Password must be changed upon first visit - This setting will be enabled by default and controls whether new Panelists will be asked to define their own secure and memorable password upon their first visit.

    Warning: This setting should only be disabled if passwords have been pre-assigned in the Bulk Import spreadsheet. Otherwise, panelists will be unable to use a password and will likely encounter login issues.

  • Username must be configured upon first visit - If enabled, this setting will prompt new Panelists to verify their username upon their first visit. This gives them a chance to make their username more unique or generic depending on their preference.

  • Assign Studies - When importing within the Site Administration area, you can also choose to assign all imported Panelists to one or more Studies.

    Note: If you are using Bulk Import within a study, all users in the spreadsheet will automatically be assigned to that study.

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