The webinar focuses on best practices and troubleshooting tips for successfully uploading data into the Apricot platform using the "import tool" feature. The presenter emphasizes the importance of leveraging the "prepare for import" functionality to generate a properly formatted CSV template, ensuring column headers and field IDs exactly match the software's requirements. This helps administrators avoid common formatting mistakes, such as using incorrect characters or values that do not align with the options available in Apricot.
When assigning uploaded records to programs, the presenter recommends uploading data one program at a time and excluding the "assigned program" column from the CSV file. This minimizes the risk of human error in entering incorrect program IDs. For updating existing records, she stresses the need to first export the necessary record ID numbers using Apricot's reporting capabilities, as including inaccurate or missing IDs can cause import failures. The session also covers the best practice of only including fields that require updating in the import template, to avoid inadvertently overriding existing data with blank values. Attendees are encouraged to leverage Apricot's support resources, including the "Troubleshooting Your Data Upload" webinar, if they encounter any challenges during the data import process.
Troubleshooting Your Data Upload; A Best Practice Guide Presentation Slides
