TouchPoint Response Batch Upload Requirements
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

The following fields are required:

  • Participant/Entity Identifier

  • First Name/Last Name OR Entity Name

  • Site Name

  • Program Name (the program where the data will be uploaded - if this is not included the data will be attached to the program where the upload is completed)

  • Response Date

  • Update or Insert

  • To insert a new TouchPoint response, use "I" in the Update or Insert column

  • To update an existing TouchPoint response, use "U" in the Update or Insert column. The Response ID is required in order to complete this action. To find the Response ID, a report must be built in ETO Results. The Response ID is located in the TouchPoint folder.

  • Response ID - If updating previously recorded TouchPoint responses

  • Any TouchPoint questions marked as required in ETO

File Name Requirements:

  • Do not use periods or apostrophes in the name of your file. For example: "Program.Upload.July.xls" will not work, spaces ( ) underscores (_) or dashes (-) are acceptable.

  • File names must be 27 characters or less.

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