Data Uploads

Upload User IDs and Names

Upload a CSV-formatted spreadsheet with emails in the first column, your ID (number and/or letters) in the second column, and full name in the third column. You may leave the ID or name column blank if you wish to upload only one type of information. You may include a header row, but it is not required. You can download a template here or follow the example structure in your own spreadsheet file so long as you export or save it as a CSV.

Once your list is uploaded, we will match existing users by the email address you provide. Unmatched emails on your uploaded list will remain in the system and be checked for a match whenever a new user attends one of your events.

To update a user's ID or name, upload a new CSV file with the corrected information. This could be a file with just a few rows or a master file with all of your attendee data.

When matched, ID data will appear in the period summary tables, which can be downloaded as CSV files.

You can review your ID uploads here and your name uploads here.

Upload Tags

Upload a CSV-formatted spreadsheet with emails in the first column and tags in the second column. Separate multiple tags with a comma, and enclose multi-word tags in quotation marks. To remove an existing tag, put a minus sign immediately before the tag with no space. Other punctuation at the beginning and end of a tag will be ignored. You may include a header row, but it is not required. You can download a template here or follow the example structure in your own spreadsheet file so long as you export or save it as a CSV.

Because tag designations can change over time, attendance events are tagged with the data that is on file when the event was attended. Uploads here are not applied retroactively.

To update a user's current tags, upload a new CSV file with the corrected information. This could be a file with just a few rows or a master file with all of your attendee data. You can also add and remove tags to individual users from their user detail page.

Tags do not appear in the app and are only visible to administrators.

Upload Matching Emails

Some schools have email patterns where students have emails that match different naming rules. You can upload a list that pairs emails, and we'll match them to existing accounts. If a student has two accounts, each with one of the two patterns, pairing the emails will merge the accounts. Once accounts are merged, they cannot be separated again, so please check your data carefully before uploading your file. Only email addresses that match your institution's email domain patterns will be stored.

We'll check existing accounts when you upload your file and check new accounts against your list for 12 months. Uploaded addresses can take up to 15 minutes to process, so you may not see immediate results.

Upload a CSV-formatted spreadsheet with users' primary emails in the first column and an alternate email in the second column. You can download a template here or follow the example structure in your own spreadsheet file so long as you export or save it as a CSV. You may include a header row, but it is not required.