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Profiles: Importing a Group of Youth Profiles

There are two way to add a youth into your database:

  1. Adding a single youth into your database. Click here to access article
  2. Importing a group of youth profiles

To import a group of youth profiles:

  • Access “Profiles” on the left navigation bar
  • Click “Import group”
    • This will open an instruction window
  • Click “Download template” to access the excel file template (1)
    • Do not add or delete pre-populated column headers (this will cause your import to error)
  • Fill in the spreadsheet with all youth profiles you would like to import
    • All fields are required
    • For the Identifier field, P4C recommends using an identifier already attached to that youth within your organization such as EHR, MRN, or Student ID
      *Identifier is what the youth will need to enter to access and take a survey
    • Race, ethnicity and insurance fields must be chosen from pre-populated options
      * If you do not capture this data for your youth population there are ‘other’ or ‘unknown’ options to select 
  • Save the file as a .csv
    • Do this by changing the file format when saving your spreadsheet
  • Save the .csv file to your computer
  • Click “Choose File” in the instruction window (2)
  • Locate your file
  • Click “Import CSV” (3)
  • You import will populate into the Profiles menu