iFormBuilder Data Upload
Table of Contents
What is Data Upload?
The Data Upload service allows users to populate data tables, update records, assign records, and more by uploading data via a CSV formatted file.
How do I see my completed uploads?
To see your completed uploads, please follow the instructions below.
PLEASE NOTE: To access Data Upload, you'll need one of the following User Management Policies:
- Server Admin
- Company Admin
- Data Upload Server Admin
- Data Upload Admin
STEP 1. From inside the iFormBuilder Admin Portal, hover over the Mega Menu.
STEP 2. Under the Data section, select Upload.
STEP 3. On the left-hand side, click on Completed.
STEP 4. You'll see the filter icon enabled. The data will now only show the completed uploads.