Additional Import Improvements and Export Enhancements
This release includes some related features that were not quite ready when we rolled out the Amplified Imports release in December. There are import and export improvements to make it easier to gather the information to update records through the import tool, determine which records were updated, and make sure imported data is formatted correctly.
Release Date: January 8, 2025
Upgrade Training: Wednesday, Jan. 8, 2:00 pm ET - Register
Import Features
- Participant folder History tab receives an entry for update by import edits.
- More data validation for import files
- Resolve issue with update by Participant ID imports
- Values for the standard Race/Ethnicity field will export and import in the same format
- * Update Imports do not require all fields to be present*
Export Features
- Export option added for the Import Updates by Participant ID type imports
- Export option added for the Import Updates by Record ID type imports
- Group exports now include the group name in the export file name
Assorted Refinements
- Filters apply in My Cases as expected
- All Participants Search filters do not update if a site change has been initiated (only affects multi-site users)
- Logic to determine current timeframe for Fiscal Year surveys reflects the Compyle instance fiscal start setting
- Behind the scenes improvements for adding existing users to Compyle