AI Summary 
With IdSurvey you can import a list of CAPI or CATI agent profiles in the “Interviewers” section by uploading it as an Excel file.
Instructions #
Create a new Excel file using the column headers recognized by IdSurvey.
Example of an Excel file with interviewers profiles to upload in IdSurvey
Once you have created your Excel file, enter the “Interviewers” section of the admin interface.
Click on “Import from file” in the gearwheel button on top left of the screen, upload the file by clicking on “Upload” and select the Excel file from your computer.
Click on “Insert”, select the file sheet containing the profiles and then click on “Insert data”: IdSurvey will automatically upload your list of interviewers profiles. You can now close the upload window.
Note
- The only mandatory fields of the Excel file are “Username” and “Password”, all the others are optional. You have to write the headers exactly as reported in the list below, with no spaces before, after or in between words.
Name
Surname
Username
Password
Phone
Mobile
Address
NIN
Engagement
ZIPcode
City
Kind
Gender
BirthDate
