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HAL: Instructions for uploading reports
HAL: Instructions for uploading reports

Uploading data from a spreadsheet

Sam avatar
Written by Sam
Updated over a week ago

1) Activate template

The Ant Import Upload template is usually deactivated as it is not used on a regular basis

  • Click templates, from this screen you can see which templates are active or not

  • In the Update column click edit

  • Click Deactivated so that the box is no longer checked and is empty

  • Click Save, then return to the template page to see Ant Import Upload is active

2) Download spreadsheet to replicate

In order to upload data, the columns on your spreadsheet must match the database exactly, so we are going to export old data to format the new data

  • Click Surveys then click Ant Import Upload, from this page you can see and export old data or upload new data either by clicking Add Survey or using the Upload feature

  • Click 2-3 rows of data then click Export -> Excel

  • Export Settings will pop up, you have the option to make changes here if need

  • Click Export

3) Edit your new data to match the spreadsheet from step 2

In order to upload data, the columns on your spreadsheet must match the database exactly, so we are going to make sure the data you are uploading matches the database format

  • Open the spreadsheet you downloaded in step 2

  • Open the spreadsheet of new data youʻre going to be uploading

  • Make edits as needed to duplicate the format of the spreadsheet from step 2

    • The columns in this spreadsheet must match the order (A-N) of the spreadsheet from step 2, if they are out of order, rearrange them so that they match

    • If there are columns missing, such as Identifier (A), insert a column to replicate it

    • All spelling must match the the dropdown options in the actual survey

      • Bait - J, No Bait, Other - see notes, PB, SPB

      • Taxon should match the database exactly

4) Upload your data

Now that your data matches the spreadsheet format of the database itʻs time to upload it!

  • In the Ant Import Upload page, click Upload to see this Import Surveys pop up

  • Click to select the file youʻre ready to upload, once itʻs loaded in, click next

  • Adjust any of the sheet settings as needed, then click next

  • Review import columns, then click next

  • Click Evaluate import, the data from your spreadsheet will populate the rows and you can review it for accuracy before importing

  • If there are any issues, an error message will pop up and the rows of data with issues will not appear in the table; you will have to edit your data and redo the upload

  • If everything looks good, click Import Surveys

  • The data you uploaded will now be in the database!

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