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Step 2: Project Setup
Upload Historical Field Data
Upload Historical Field Data
Russell Schindler avatar
Written by Russell Schindler
Updated over a week ago

In this Tutorial we will go over SampleServe project Data uploads. After creating your first project, you can upload project data in two places. The first is site info, where you can upload sample locations and site maps. The next is under Data, where you can upload laboratory data. In this tutorial we’re going to be uploading laboratory data. There are two ways to upload your data. You can manually format your document by downloading our sample CSV and replacing all relevant values. Then drag and drop your file here. If your document does not already match our format, you can use our easy import wizard here. To get started either drag and drop your file here, or select your file in your file explorer.

Once uploaded, our file detection system will use column headers to determine which values go where. Click your files relevant column header to continue. Our system will do it’s best to connect your columns to our format. More than likely it will line things up correctly. But it’s best to go over each column to be sure. As you hover your files columns on the left, you will see the rows of data it contains on the right. The template fields column in the middle are the column names for our formatted upload document. Sometimes you will have more columns or columns that do not match our format. These will appear at the bottom. To add these columns to the list, click them and they will be added into our list of columns. Keep in mind, some files will contain more columns than our format requires, these items will be saved in the original file, and will not be required to match a column in our format. If a column in your file does not match a column in our template, click on the template column, a drop down will appear with column header options. Click the relevant matching column header. Here we have an unmatched column. Hovering over the column we can see that this column contains cas numbers, so we’ll manually select this columns header. Sometimes the values inside a column can remain unmatched, when this happens, click unmatched and make sure every column is connected to a formatted column. This can happen when multiple types of media is inside a column. When you feel all columns are matched, click continue. Next you will have the opportunity to review the newly formatted file. Make sure your values are in the correct column. If you see a mistake you can click “back to matching” to fix.

When uploading data for the first time, your locations and media will be highlighted red, signaling that there is no locations yet or media created for these values in your project. Don’t worry the data importer will create these ID locations for you. For your convenience, the import wizard will remember any files fitting this format from now on. If everything looks good, click save and continue. Once the upload is complete, click refresh and your newly uploaded data will appear below. Your original file will be accessible by clicking on the link marked “original file”, and your newly formatted file will be above. If you had multiple media types in your file, they will be uploaded under the correct media type as well. Notice how under Site Data, our lab data upload has automatically added sample locations. And under reports, you can see the data displayed the way it should be. Lets pull up an analytical data table. Select the date of our analytical tests, we’ll select our cleanup criteria, and finally our substances. And boom, analytical data table.

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