Overview: To upload Participant data, you will need to:
Download and make a copy of the provided Template.
Complete the file using the required format.
Send the file as a CSV to RiseKit at hello@risekit.co.
Allow up to 48 business hours for upload completion.
Step-by-Step Instructions
Step 1: Download the Template
Access the Participant File Template here.
Open the Template.
Click File > Make a Copy to save an editable version to your own workspace.
Step 2: Populate the Template
You can use the Template to enter your Participant information.
Follow these guidelines for data entry:
Ensure all required columns are filled in (e.g., Full Name, Email or Phone)
Ensure optional fields match accepted inputs (gender, ethnicity, etc.)
Please don't add or modify column headers; the format must remain as-is.
Step 3: Save and Export as a CSV
Once you have completed the file, click File > Download > Comma-Separated Values (.csv).
Save the file to your preferred location.
Step 4: Send the File for Upload
Email the completed CSV file to hello@risekit.co.
Include a clear subject line, such as: "Participant Upload: [Your Organization Name]."
Step 5: Confirmation and Processing Time
Once sent, uploads will be processed within 48 business hours.
If there are any issues with your file, you will be notified as soon as possible for corrections.
Tips to Ensure a Smooth Upload
Double-check the CSV format before sending.
Remove any extra spaces, special characters, or unnecessary formatting.
Double-check that the format matches what is in the template
Reach out to hello@risekit.co for any questions or issues.
FAQs:
What if I don’t have access to the Template?
You can find the template attached to this help doc. Contact hello@risekit.co if you need support.How will I know the upload is complete?
You will receive confirmation from RiseKit once the upload has been processed.What happens if there’s an error in the file?
If errors are found, you will be notified with instructions to correct and resubmit the file.