Participant import confirmation messages

When your participant file is imported successfully, you will see a confirmation page. This provides a breakdown of the participants and information that will be imported into your Participant Library.

Here is a list of the confirmation messages you might see with a brief explanation.

Date of birth updated

There were participants in the import file who are currently in your Participant Library and have changed their date of birth. They will have their date of birth updated with this import. 

Demographic categories added

Demographic categories are automatically created from the headers contained in your import file. This information confirmation message will show the number of new demographic categories that will be added to your Demographic Library.

Demographic options added

Demographic options are added to demographic categories based on the unique values for each participant. This information card shows the number of new demographic options that will be added to your Demographic Library.

Demographic options updated

This confirmation card will show when there are new Demographic Options added to an existing Demographic Category.

For example:

Since your last participant import, your organisation has created a new Department called Finance. Two participants in your import file have this option set as their Department. As 'Department' already exists in your Demographic Library, the system will see that Finance is a new option (not currently in your library) and will add this for you.

Email updated

There were participants in the import file who are currently in your Participant Library and have changed their email address. They will have their email address updated with this import. 

Existing participants found

This confirmation card will show the number of participants that we found in both your import file and your Participant Library.

Languages

This confirmation card will show the total number of languages that participants have set as their default language to take surveys in.

Mobile number updated

There were participants in the import file who are currently in your Participant Library and have changed their mobile number. They will have their mobile number updated with this import. 

Name updated

There were participants in the import file who are currently in your Participant Library and have changed their name. They will have their name updated with this import. This might occur when someone has recently married and changed their surname.

New participants added

This confirmation card will show the number of new participants being added to your Participant Library. If this is your first import, this number will be the same as your import file.

Participants imported

This confirmation card will show the total number of participants in your file that will be imported into your Participant Library.

Participants not found in file

This confirmation card shows the number of Participants that were found in your Participant Library but are not included in the file you are importing. If you continue with the import, you will be prompted to keep or remove these participants from your library.

If you choose to keep these participants, they will remain in your Participant Library.

If you choose to remove the participants that are not in your import file, these participants will be removed from your Participant Library.

You might want to remove participants for the following reasons:

  1. When you have an up-to-date list in your import file, and you want your library to be the same as your import. In this situation, you're deleting anyone who is no longer part of your organisation.
  2. When you have passcode participants without an ID. 

When importing a file that includes passcode participants with no ID, the import process can't differentiate between those currently in your Participant Library and those being imported. If you choose to keep these participants, both those passcode participants in your library and your import file will be retained. This could result in duplicate records.

Passcode participants

This confirmation card will show the number of participants who do not have an email address or mobile number. They will have a 12-digit passcode generated to allow them to take the survey.

Start date updated

There were participants in the import file who are currently in your Participant Library and have changed their start date. They will have their start date updated with this import. 

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