The Apricot platform enables administrators to efficiently import data into new or updated fields within existing forms. This webinar outlines the step-by-step process for preparing an import file, focusing on the critical role of Record IDs. The presenter explains that when replacing a field on a form, administrators can generate a report that includes the Record ID alongside the data from the original field. This report serves as the source for the import, allowing the new field to be populated while maintaining the link to the correct participant records.
The webinar walks through the configuration of the Apricot import tool, guiding administrators to select the appropriate form, indicate the import type as "data," and specify that they are updating existing records using the Record ID. The presenter emphasizes the importance of carefully selecting only the necessary fields to include in the import template, ensuring that the existing data is not inadvertently overwritten. Once the import file is prepared, the administrator can upload it into Apricot, assign the correct program access, and execute the import process. The webinar concludes by highlighting additional Bonterra training resources and customer support options available to assist administrators throughout the data migration.
Importing Data Into New Fields Presentation Slides
