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Manual upload through the portal

Pre-requisites

Before you begin, make sure you have the following:

  1. Herdify portal account: To upload data you need an account on the Herdify portal.
  2. Data file: You need a CSV or Excel file that meets our data requirements

Importing CSV or Excel data

1. Ensure you are in the correct workspace

If you have multiple workspaces use the selector in the top right corner of the portal to select the one you want to upload data to.

2. Navigate to the data import

To access the Data Import feature in the Herdify portal, go to Settings > Data. Then, click on "Upload" under "Don't see your app? Upload a CSV here." You will be prompted to confirm you are in the workspace you want to upload data to. To proceed click "OK".

3. Upload file

Click on “Upload a CSV or Excel file” to browse your files and select the one you want to upload. Alternatively you drag and drop the file into the designated area.

4. Map columns

You will be presented with a screen to map the columns in your file to the required fields. Ensure that the mapping is correct and make adjustments as necessary. An asterisk (*) indicates that a column is required. Any additional columns may be deleted. Once you are satisfied, click "Apply Mappings".

5. Data validation:

The system will perform data validation checks, and show you a screen where you can easily make amendments. Common validations are:

  1. No duplicate transaction IDs: If the data contains duplicate transaction IDs, you will see a red box in the transaction_id column. Click the red box to view duplicates, and remove or amend columns as necessary.
  2. Postcode formatting: If the postcode field is in a non-standard format, you will be suggested new values in the correct format. To fix all formatting errors at once, click "Fix formatting errors" under "postcode" in the right-hand tab.
  3. Date formatting: If the date field is in a non-standard format, you will be suggested new values in the correct format. To fix all formatting errors at once, click "Fix formatting errors" under "date" in the right-hand tab.
  4. Other formatting problems: After completing the above checks, there still may be problems highlighted in red. You will need to identify the source of the errors and address these individually. You can find information on common solutions in the manual upload section in the top left of this page.

6. Send to Herdify

Once all formatting errors have been corrected, a message will appear to indicate that your file is ready for import. Click on the "Send to Herdify" button located in the right hand panel to import the data. If you wish to retain a copy of the data for yourself, you can do so using the "Export" button.