Data Manager
Upload data collections that can be linked to and tracked on a Pathway.
Last updated
Upload data collections that can be linked to and tracked on a Pathway.
Last updated
Data collections are uploaded in the Data Manager, linked to data-driven activities and used for data tracking purposes.
A collection allows you to organise and categorise data uploads. Data collections can be connected to data-driven activities or API integration points.
Create multiple data collections. Each collection can contain one or more data uploads. Read the data format and upload specs here.
Open Data Manager.
Select the + icon (top menu) to Add Data Collection. Add a Collection Name/Category and a short description.
Select Open/Manage Collection. To upload data to the collection, select a name and upload a .xls or .csv file.
Follow the Upload instructionsand refer to Data upload format & specs, Date Formatsand Unique Identifiersfor data upload formatting guidelines.
Each collection upload must have the same column headings as the first upload, but additional columns may be appended.
Date Provided Your import should contain a date in each row. |
No More Than 40,000 cells Your import data should not have more than 40,000 cells. |
Matches previous structure Each import must match previously added columns. You can append more columns as long as the previous columns are maintained. |
| Data | Options/Limits |
|---|---|
File format | Uploads must be in .csv or .xls |
File size | Maximum collection size is capped at 34.33MB. |
Columns | Maximum 20 columns per upload. |
Headings | The first row will be the column heading. Heading names must be consistent for each upload, although additional columns may be appended after the first upload. |
Rows | Maximum 200 columns per upload. |
Collection | A collection can consist of up to 20 different uploads. |
Total Rows | The total number of rows can be 20 000 (in 20 uploads). |
Unique Identifier | Each data upload must contain at least one unique identifier. International formatting standards are to be observed. |
Format | Example | Parsed As |
DD/MM/YYYY | 01/12/2024 | 01 December 2024 |
D/MM/YYYY | 1/12/2024 | 01 December 2024 |
DD/M/YYYY | 01/1/2024 | 01 January 2024 |
D/M/YYYY | 1/1/2024 | 01 January 2024 |
DD MONTH YYYY | 01 Feb 2024 | 01 February 2024 |
DD LONG_MONTH YYYY | 01 February 2024 | 01 February 2024 |
YYYY-MM-DD | 2024-03-01 | 01 March 2024 |
There are three ways in which to identify users in the data upload:
User ID or code - this option requires you to have a User Code column heading, e.g. Employee Code, Identity Number, etc.
Email - data in this column must contain valid email addresses.
Telephone - data in this column must be formatted using the international standard: +2712345678.
Edit cells. Apart from heading names, you can edit cells directly in the data uploaded.
Clear or delete a row/column. Right-click to open the options menu.
Search your data using the search feature (top right).
When a row is deleted, the row number is also deleted, e.g. if you delete row 5, there will never be another row 5 in that upload.
Not Linked collections have been uploaded but are not actively being used anywhere.
Coming soon
Linked Collections have been to one or more integration points