The Self-Service Data Import Tool allows you to upload learner profile and participation data (including registration, credit and completion data) to one or multiple activities in the Rievent Platform. The process is simple. First, format the data in a CSV formatted spreadsheet to match import specifications, then select the file for upload. If there are any errors, the system will immediately let you know. A running history of all successful imports displays at the bottom of the page.
- Data is imported using a formatted CVS spreadsheet. (Data Formatting Specifications)
- Import data into one or multiple activities. By default, the tool will upload to the activity currently selected in the Manage Your Program menu.
- A running history of all successful imports displays at the bottom of the page.
- The Self-Service Data Import tool must by added to your account by Rievent.
- Located on the Records tab, the tool can be accessed from the "All Programs" view or with an individual activity selected from the Manage Your Program menu.
- The tool is part of the "Data Entry" account permission. (More Info)
- Click here for the full how-to guide
If you haven't already, please contact Rievent and we will schedule the Data Import Tool to be added to your account at no charge. A training session will also be included.
When the tool is added to your account, you can then add it other administrative accounts by enabling the Data Entry permission.
Please follow the specifications listed here when formatting the data in the CSV spreadsheet. Supported attributes are listed below. The data type and size constraints (in parentheses) are provided for each attribute. Values exceeding size constraints will be truncated during import.
|Attribute||Column Header||Data Type||Additional Details|
|Customer Unique Activity ID||ActivityID||Text(128) Special||It is possible to import learner profile records into multiple activities with a single import file. To do so, a special column "ActivityID" should be included and the value of the attribute should be the customer unique defined activity identifier provided during activity production.|
|Live Event Location ID||EventID||Integer||(Live Event Registration Only) 'EventID' is required if the activity has more than one event location. Otherwise, it can be omitted and the importer will determine the correct event to associate the participant registration.|
|Email(128) Required||Valid email address. Learners may not share email address.|
|First Name||FirstName||Text(64) Optional|
|Last Name||LastName||Text(64) Optional|
|Street Address||Address||Text(64) Optional|
|Street Address 2||Address2||Text(64) Optional|
|State||State||Text(2) Optional||2-Letter State Abbreviation|
|Zip Code||Zip||Text(20) Optional|
|Country||Country||Text(3) Optional||3-Letter ISO-3 Country Code|
|Phone Number||Phone||Text(18) Optional|
|Fax Number||Fax||Text(18) Optional|
|Profession||Profession||Numeric Optional||Contact Rievent for list of professions and id mappings.|
|Specialty||Specialty||Numeric Optional||Contact Rievent for list of specialties and id mappings.|
|Secondary Specialty||Specialty2||Numeric Optional||(see above)|
|Degree||Degree||Numeric Optional||Contact Rievent for list of degree and id mappings.|
|Secondary Degree||Degree2||Numeric Optional||(see above)|
|Company||Company||Text(64) Optional||Company, organization, institution, or applicable affiliation.|
|Job Title||JobTitle||Text(128) Optional||Job title or profession description.|
|NPI Number||NPI||Text(32) Optional|
|Last View Date||LastViewDate||Datetime||
Optional date of last participation activity. Date will automatically be set to value of "CompleteDate" if it is provided and "LastViewDate" is not provided.
|Activity Completion Date||CompleteDate||Datetime||
Required for claiming credit.
|Event Registration Date||RegistrationDate||Datetime||
Required for live event registration.
|Credit Option ID||CreditID||Integer||Required for claiming credit. Credit option ID must be one associated with activity.|
|Activity Credit Amount||CreditAmount||Decimal||Required for claiming credit.|
.CSV Formatted Spreadsheet Example