Training & Support

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