Prepare the template
Copy an existing census template -
Add new fields you need in this example there is a community field
Prepare the upload source document
Open your excel sheet source
Add a column for the field - row and fill - copy and paste the value
Field - Row will be used to connect fields together
Save the sheet
Create an aggregate of the field - row so that there is one field - row per line
You can use power query
Copy and paste into the create table
Prepare the upload document
From NRDS Export the excel template from the new survey
Fill the first page
Copy and paste the second sheet
Save
Import The Sheet
Upload the sheet to the survey
Uncheck includes first repeating record
On the second sheet import
Uncheck survey id
Add field row
Uncheck columns that are empty on the import
Evaluate Import
Import Surveys
Confirm the data has been imported
โ
Copy Census from One Year to the Next
If you want to copy a census from one year to the next you can just copy the data
Navigate to the census list
Click the edit button on the census you would like to copy
You will be in edit mode
Scroll down to the bottom of the form click copy
Confirm Copy
Make sure you are on the copy
Update the form and remove any dates or other info to create a fresh form
Save the copy
Confirm that there is a copy and the original