Import/Export History
Overview
Import/export history provides a list of transaction activities at the panel level, including activity type and its success. Whether you are importing panelists from a file into the Panelists library, or updating panelist information by importing from a file into the Panelists library, or exporting panelist data from the Panelists library into a file, your daily activity is recorded in one convenient location.
The Import/export history can be useful for auditing purposes as it records activity details performed by all analysts at your organization.
Manual panelist entries and panelist membership changes are not recorded in the Import/export history.
Access Import/Export History
- From the black ribbon at the top, select Libraries > Panelists.
- On the left, select the panel for which you wish to review the import/export history. The Import/export history is only available at the panel level.
- On the right, select Import/export > Import/export history.
Understanding the History
If the selected panel has had file import or export activities in the past, you will see a table with activities listed in separate rows.
If the selected panel has not had any file import or export activity
associated with it, the page will load with only the page header
displayed.
There are two columns in the table. The first column contains a summary about each activity and the second column displays the activity success with related messages.
The Summary columns provide the following information:
- Import date or Export date. This is the exact date and time when the file import, update, or export took place.
- Imported by or Exported by. The name of the analyst who performed the import, update, or export.
- # of panelists. The total number of panelists successfully imported, updated, or exported.
- Import/update. The indicator whether the file import was a new panelist import or an update to existing panelists.
Below are example messages that you can expect to see in your Import/export history.
Message | Description |
Every record in the importing file was successfully imported into the Panelists library. No further action required; you may use your panelists as necessary. | |
Some records from your importing file were not successfully imported into the Panelists library. The records that did not successfully import are automatically saved by the software into a new file. The revised file also contains information about why the import may have failed. Click the Download the revised file link to save the file. Open and review it carefully, make the necessary changes and repeat the importing process again. | |
None of the records from your importing file successfully imported into the Panelists library. The software automatically saved all the records into a new file. The revised file also contains information about why the import may have failed. Click the Download the revised file link to save the file. Open and review it carefully, make the necessary changes and repeat the importing process again. | |
Panelist export is always successful. Click the Download exported panelists link to save the file. If you exported panelist information in order to update it and import back in again, follow the steps for updating panelist information. |
The download links described in the above table will be active for 30 days. If you click on a link and nothing happens, it means that the link expired. Check the summary column for the link to verify the date.
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