Uploading CSV Data

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You can upload any existing data set into Qrvey so long as it can be exported into a comma-delimited, or CSV, file. In this article, we'll walk through the steps.


Use Cases

Uploading CSV data into Qrvey can be used in a variety of ways. First, any CSV dataset can be  converted into a web form, so it can be used in your pages and workflows. Next, CSV data can also be used as source data for any lookup field type. Finally, may just wish to use Qrvey's analysis tools to analyze existing data.

Preparing your data

For the best results, we recommend that you first take a moment to make sure your dataset is formatted correctly.  Data should be organized into columns, with the first row containing the column headers.  Now is probably also a good time to peruse your data to fix any mistakes and missing items or remove any duplicate entries if they're not desired. 

Once you are convinced that your data is clean and tidy, you can continue uploading it to Qrvey.


Creating a dataset

To begin, enter your application, or create a new one, then select Datasets from the slide-out menu on the left. 

Next, choose the  Add Dataset button from the top left, select Spreadsheet (CSV) from the list of available options, then click Continue.

You will then be brought to the data upload screen, where you can select any CSV file from your desktop or simply drag it onto the gray portion of the window. You can select whether or not your first row contains column header information. Currently, the maximum file size is 10MB per upload. 

Once your data has been received, you can provide it with a name and description in the top box as seen below. 

Identifying Your Data

Next, you'll be asked to identify your data.  Qrvey will do it's best to identify text, numeric and data columns, but you can further refine these selections to match specific Qrvey web form field and question types. This step is not required to begin working with your data, but it is helpful if you'd like to visualize your data, as each question and field type has specific visualizations available. 

Supported Data Types

Date/Time
Date or time formatted data
Numeric - Currency Formats numeric data in currency format with two decimal places
Numeric - Percentage Formats numeric data in percentage format
Numeric - General Numeric data with no specified formatting
Yes/No Binary data (yes/no, true/false, 1/0)
Text Text fields requiring sentiment analysis
Text - Category Text that can be categorized into less than 15 discreet options (multiple choice)
Text - Label Text that does not require formatting or analysis, i.e. names, dates, etc.
Lookup Text that can be categorized into more than 15 discreet options.
You may choose to not import a column by unchecking the box next to the column number on the left.  

When you're happy with your selections, you can click Continue and your data will begin processing.  In most cases, data processing will complete in a few seconds, however if you're uploading a large amount of information, it may take a few minutes to complete. 

The progress bar at the top of the screen will indicate your data's current progress, but you do NOT need to remain on this page.  The processing will continue in the background until it's complete.

Once your data has been successfully processed, it will appear on the Datasets page and display the current number or rows available. 


Updating your data

You may choose to update your data at any time by clicking the Update Data button, which will bring you to the dialog box below.  Here you may overwrite or append your existing data, by selecting or dragging in an updated file.

Note: Your updated file must include the same columns as your original file.  You will be alerted to any missing columns, extra columns will be ignored.

Deleting a dataset

To delete an existing data set, simply select Datasets from the left-hand menu, then look for the three-dot menu on the right-side of your data as shown below, choose Delete and then confirm your action. 

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