Once Entromy's standard participant template file (downloadable template found below this article) is completed, you're ready to upload.
To upload your participant file:
1. Access your surveys by selecting Surveys in the main navigation panel.
2. Click on the survey that you want to import your participant list into.
3. Navigate to the "Participants" section.
4. On the "Participants" page you will see a green "Import" button. The import button will give you the option to Import (Add) or Import (Replace). Import (Add) is used for importing a new list of survey invitees. Import (Replace) is used when overwriting already imported survey participants in the survey. If you're uploading your participant file for the first time, you will be using the Import (Add) option.
5. After selecting Import (Add), you will be prompted with a pop-up window where you will map the dimensions from your participant file into the Entromy platform. Entromy provides standard dimensions to map to such as Manager, Department, Title, etc. For any custom dimensions, select the "Import as a new dimension" option.
6. For the last field on the pop-up menu, "Define Tenure Attribute", if you have the employee start date on your participant file, you can select that dimension and our platform will calculate tenure bands.
7. After successfully uploading the CSV or Excel file, a list of users will now appear. Click "Save & Continue" at the bottom of the screen to ensure that your upload is saved.
Additional questions? Contact support.