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Panelists Bulk Operations

  • Updated

Bulk Operations are accessible via the upper menu options within the Panelists overview: Export panelists, Import panelists & Import transactions

Export Panelists

For more comprehensive insights, panelists can be exported by navigating to:

  1. Export Panelists > New Export
  2. Select the desired panel, metadata, and/or profile data > Export

This process generates an XLS file containing the selected panelist data, which can be used for external analysis.

Import Panelists

Used for:

  • Migrating panelists from other platforms.
  • Updating basic panelist information or statuses.

Steps:

  1. Import Panelists > Download Template
  2. Update the Excel file with appropriate data (see Note below)
  3. Select the panel, and import the updated file into the manager.

Note:

  • The only mandatory field is the email.
  • The default panelist status will be set to Pending (Code 2), unless another code is assigned:
    • 1 - Active, 2 - Pending, 3 - Disabled, 4 - Banned
  • If the import fails, error details will be available by clicking on the error status.

Import Transactions

For adding incentives to multiple users:

  1. Import Transactions > Download Template
  2. Edit the Excel file with required data (in the panel's currency).

Select the panel and import the file into the manager.

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