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Upload Source File

Upload Source File

Owned by Gina Dykeman, created
Last updated: Feb 05, 2025
2 min read

Tips and Notes

  • The sample file should exactly match the format that you intend to send Slate.

  • Pro Tip: It's always a good idea to know what you will be importing, so open the file and take a look through the data.

  • Pro Tip: Before uploading data into your Production Environment, upload data into a Test or Clean Slate Environment. This will allow you to test your data import and review results. Having reviewed the results, you can adjust the file or mapping before importing the data into your Production Environment. 

Upload Dataset screen

Instructions

In the icon bar at the top of the Slate window

  1. Select Database Database icon small.png and navigate to Sources/Upload Dataset

  2. Select Upload Dataset

    • File Format: Choose from dropdown menu

      • Note: If this is a new dataset, choose New Spreadsheet/Data File

    • Folder:

    • File Type: Choose from dropdown menu

    • Destination Scope: Choose from dropdown menu

    • Record Type: Choose from dropdown menu

    • Unsafe: Imported file should be able to update fields on applicant records.

    • Update Only: Imported file should not create new records and should only update existing records.

    • Dedupe Records: Dedupe records within source on first + last + email + birthdate

    • Hide: Hide source interactions.

    • Add File (this is the sample file you want to upload)

    • Select Upload

      • Slate will process the file at this time.

      • When completed, the Upload Dataset main page status will change from Pending to Completed or Awaiting Activation.

What’s the Next Step? Map Data

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