For certain projects, it makes sense to register all the participants in the system ahead of time. This can be done by uploading their information through an Excel file using the Excel Importer. Create an Excel file with the following information/headers:
- Case Name: The name of the registered case (or some other way to quickly identify who the person is).
- contact_phone_number: This is the phone number of the person. The phone number should include the country code and contain no spaces and not have a + symbol. For example, an US number should be 12065551234. An Indian number would be 919560187280
- contact_phone_number_is_verified: This should be set to 1 for every item. It specifies that the phone number for the person is correct.
- external id: A blank column needs to be added here.
- Additional Data: If there is other information you want to add about the person (ex. gender, age, etc.) you can also include that as additional columns in the Excel file. sample_excel_contacts.xls
An example Excel file can be found here.
- Go to the Data tab, then select Import Cases from Excel.
- Select the Excel file that you want to import. Make sure that "This file has column headers" is set to True and select Next.
- Specify the case type for the upload. This should be used by the Surveys in your application (ex. your case type is contact). If you haven't setup an SMS Survey, Create an SMS Survey.
- Choose the Excel column as the External ID and Corresponding case field as the external id column in your Excel document.
- Make sure "Create new records if there is no matching case" is checked.
- Select Next step
- The next page lets you map the columns in your Excel document to case properties.
- Case Name, choose the existing "name" case property
- For contact_phone_number, check off "Create a new property instead" and type in and contact_phone_number
- Follow the same step for contact_phone_number_is_verified and any other case properties.
- Select Confirm Import. This will create all the contacts in the Excel document.