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Import: Subject Data & Images (Data File)

Import subject data and images into a job using a data file and optional image set

Anthony Iavarone avatar
Written by Anthony Iavarone
Updated over 8 months ago

Opening the tool

In a Job, select Tools β†’ Import β†’ Subject Data & Images

This import method is broken down into 3 steps:

  1. Import Data

  2. Match Columns to Subject Data

  3. Import Images (Optional)

When done, you can review and import.
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πŸ“Œ Note: Always review the import before and after to confirm accuracy.

  • You may be able to catch errors before they happen during review.

  • Revert the job to undo the import if you find issues before syncing.


Start

Import Data

Select your data file and specify if the import should merge or override existing data.

You can also adjust other settings outlined below as needed, but the default configuration here is suitable for most imports.

What settings can I adjust?

Upload File

Browse and select the data file to use with the import tool.
Blueprint supports importing the following data file types: .csv, .txt, .xls, .xlsx

Field Header Row

Specify how Blueprint should interpret the first row of data in the data file.

Field Delimiter

A character or sequence of characters that separates the values in a data field.

πŸ“’ The default character , is the primary delimiter in a comma-separated values (CSV) file.

Field Qualifier

Characters or symbols that enclose the values in a data field, especially when the field delimiter is also part of the data.

πŸ“’ Help distinguish between delimiters that are part of your data set.

Merge Subject Data

Selecting to merge the subject data will take into account existing subjects that are already part of the job.

Override Existing Data

Override any existing subject data in the job with new data found during import.


Match Columns to Subject Data

Blueprint will automatically map common column headers to their corresponding fields - showing a count of matched columns at the top of the screen.

Map all remaining unmatched columns to desired data fields as needed. Any columns left unmatched columns will be ignored during the import process.

πŸ“Œ Note:

  • Groups can be created by mapping one or more fields to groups

    • Importing Images? Leave filenames unmapped for now

  • Always set a unique field, using either:

    • 1 guaranteed unique field (ex. Student ID)

    • A combination of 2 or more fields (ex. First Name, Last Name, Grade)

  • Multiple emails can be imported in one of two ways

    • 1 email column with a secondary delimiter ;

    • Multiple email columns mapped to the email data field.


Import Images (Optional)

If your data set contains image filenames for individuals and/or groups, you can assign and upload them using the tool.

πŸ“’ Perfect for helping upload any older back-ups done outside of Blueprint.

Subject Images

Assign and upload individual subject images during the import process:

What settings can I adjust?

Data Format

Specify the format of how your images are listed in the data file.

πŸ“’ Single Image is the most common image data format.

Format Type

Description

Single Image

One image per row in the data file.

Multiple Image w/ Seperator

Multiple images in a column separated by a secondary delimiter.

  • ; Semicolon

  • | Pipe

Start/End Images

  • Start column specifying the starting filename to upload.

  • End column specifying the ending filename to upload.

  • All images in-between Start and End are included in the assignment.

Number of Images

  • Number of Images column with number of images to upload per subject.

  • Images are assigned and uploaded sequentially by filename from the set.

Image Field

Map the column from your data file that includes the image filenames.

Choose Directory

Select the folder that contains the images.

Append File Extension

Have Blueprint add .jpg or .png to the end of the values in the data file's image field.

πŸ“Œ Note:

  • While this is a textbox, Blueprint only supports .JPG or .PNG images.

  • You do not have to include the . when appending a file extension.

Groups Images

Assign and upload group images during the import process. Only available if 1 or more columns were matched to groups.

What settings can I adjust?

Data Format

Specify the format of how your images are listed in the data file.

Image Field

Map the column from your data file that includes the image filenames. This needs to be done per field matched to groups.

Choose Directory

Select the folder that contains the images.

Append File Extension

Have Blueprint add .jpg or .png to the end of the values in the data file's image field.


You're Ready to Import!

Review the import settings and make any final edits where necessary or select import.

The tool will import Subject Data first, then import images. When finished, take the opportunity to review all data before syncing. If there's an issue, you can easily revert the job and undo the import and try again.

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