Prepare File with Special Characters

1.  Prepare your panelist data in the file format compatible with our software. Use the example panelist import file found at the bottom of this page to guide you through the process. 
   The file contains four columns:
   
   • Username - Required field . This unique identifier is what panelists need to enter in order to log into the panelist website.
     

     We suggest using panelist email address or another alphanumeric combination of characters that panelists can easily remember.
     
     
   • First Name - Optional field. Although optional, this can be useful information to include in your panelists records. If you choose not to import this information, remove the column completely.
     
     
   • Last Name - Optional field. Although optional, this can be useful information to include in your panelists records. If you choose not to import this information, remove the column completely.
     
     
   • Email - Required field. To be able to communicate with panelists from the software, the email needs to be included.
     
     Do not change the spelling of the column headers.
     
     Please maintain the .csv file format to be able to import panelists (i.e. do not save the file in a different file format). 
2. Save your file as Unicode text.
   

   

   You MUST save your file as Unicode text before continuing. If the file is saved as .csv first, it will change your special characters in the file into different characters, so the file must first be saved as Unicode text (.txt). 
   
3. After preparing your Excel file, open your file explorer and go to the location that the Unicode file is saved in. Ensure that you can see the File name extensions in your file explorer. 
   
   
   
4. Right-click on the Unicode file, and click Rename. Update the File name extension from .txt to .dat.
   
   
5. Click Yes in the pop up that appears.
   

1. In the Panelists library, select a panel in which you wish to import the panelists. If the desired panel does not exist, add a new panel first.
   
   
2. On the right, select Import/export > Import panelists .
   
3. In the Import panelists options screen, select import new panelists > Use passwords from my imported file > Next if using password from your file.
   

   

   If you would like panelists to set their own passwords, follow the Import Panelists - Panelists Set Their Own Passwords workflow.

   
   
4. In the Import panelists screen, click Browse and locate your panelist import file that you prepared above. Click Open .
   
   
5. Click Submit .
   

Message	Description
	All the records in your file imported successfully. No action is required for successful imports.
	Your file imported partially. The portion of your original file that did not successfully import is saved to a new file. Download the revised file to review what has caused the import to be unsuccessful, and update the file to eliminate the issue.  Repeat the importing steps.
	Your entire file did not import. Download the revised file to review what has caused the import to be unsuccessful, and update the file to eliminate the issue.  Repeat the importing steps.

Once the import is complete, your panelists are ready to be added to tests .

To review the import and export history for the panel at any time, in the Panelists library , select the panel you are interested in, and on the right, select Import/export > Import/export history .