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  1. Zerion Software Customer Success Center
  2. iFormBuilder
  3. NEW: Data Upload

NEW: Data Upload

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Guides, videos, and instructions on how to use the new Data Upload interface. PLEASE NOTE: This is currently only available to ZIM-enabled customers.

  • How do I access the Data Upload service?
  • Data Upload: How do I create new records?
  • Data Upload: How do I update existing records?
  • Data Upload: How do I assign a user the Data Upload Policy?
  • Data Upload: How do I give a user permission?
  • Data Upload: How do I map the fields on my file to the elements on my form?
  • Data Upload: Advanced Screen Overview
  • Data Upload: How do I see which user uploaded the file?
  • Data Upload: How do I assign records to users through the Data Upload interface?
  • Data Upload: How do I send an email upon upload completion?
  • Data Upload: How do I delete existing data when uploading my file?
  • Data Upload: How do I store my file on the server?
  • Data Upload: How do I see my completed uploads?
  • Data Upload: How do I view the uploads that contain errors?
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