Data Manager

Upload data collections that can be linked to and tracked on a Pathway.

What is a Data Collection?

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.

How to create a Data Collection

1. Open Data Manager.

2. Select the + icon (top menu) to Add Data Collection. Add a Collection Name/Category and a short description.

3. Select Open/Manage Collection. To upload data to the collection, select a name and upload a .xls or .csv file.

4. 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.

A data upload will be added to a collection

Up to 20 files can be added to a collection

Upload instructions

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 upload format & specs

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.

Date Formats

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

Unique Identifiers

There are three ways in which to identify users in the data upload:

1. User ID or code - this option requires you to have a User Code column heading, e.g. Employee Code, Identity Number, etc.

2. Email - data in this column must contain valid email addresses.

3. Telephone - data in this column must be formatted using the international standard: [phone].

Data Upload Editing

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).

Data collection editing options

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.

Collections can be Linked or Not Linked

Linked Collections have been linked to one or more integration points

Not Linked collections have been uploaded but are not actively being used anywhere.

Data Upload Samples

Coming soon