Visit the Panelist Library page for other topics that may be of interest to you.

1. Exporting current panelist information
   
2. Updating panelist information in the exported file
   
3. Importing updated panelist information
   

Export Panelist Information

1. From the black ribbon at the top of the screen, select Libraries > Panelists.
   
   
2. Click on a panel you wish to update, or use the Find panelists feature to list the panelists you wish to update.
   
   
3. If you wish to update all listed panelists, click in the checkbox in front of the Username. This action will select all panelists in the list.
   
   
   Alternatively, if you do not wish to update all the listed panelists, either refine your search, or manually click the individual panelists' checkboxes until you select those that you intend to update.
   
   
4. Select Import/export > Export panelists and specify the fields you wish to include in your export (Password cannot be exported or viewed). 
   
   
   
   Please always include the Username (your database might have a field called Code instead) in your export. This field is necessary to be able to match updated information from the file to the right panelists in the Panelists library when you import the file.
   
   
   
   Please note that some fields can be updated in the Panelists library, while others cannot. The fields that cannot be updated are:
   
1. Unique Panelist Id - A system generated numeric code at the time the panelist record was originally created. This is a unique identifier for every panelist.
2. Date Created - The date when the panelist record was originally created.
   
3. Last Product Test - The date of the last product test in which the panelist completed a sample set.
   
4. Last Screener Test - The date of the last screener test in which the panelist completed a sample set.
   
   Since these cannot be updated, we recommend not including them in your export. For our scenario, all we need are Username (or Code) and Email.
   
   
5. Click Export panelists. The Import/export history page will open for you with the option to download the file you just exported.
   
   
6. Click on the down arrow or the file name and save the file to a location on your local or network drive. Open the file.
   

Update Panelist Information in the File

1. Unique Panelist Id - A system generated numeric code at the time the panelist record was originally created.
   
2. Date Created - The date when the panelist record was originally created.
   
3. Last Product Test - The date of the last product test in which the panelist completed a sample set.
   
4. Last Screener Test - The date of the last screener test in which the panelist completed a sample set.
   

If you try to import data for fields that cannot be updated, an error message will display in the Import/export history informing you that the import failed. See the table further down for how to download the file and review what caused the fail.

Going back to our example scenario, as a reminder, we are only interested in updating the email address field for all panelists. For this reason, we will keep the Email column in the file and two other columns outlined below the screenshot.

If you accidentally exported more columns than needed, we will begin by removing any unwanted fields/columns from the file.

When deleting unwanted columns:

1. To select and delete one column at a time, click on the column letter, right-click on the selected area and select Delete.
   
   
2. To select and delete multiple columns at a time, use the combination of Ctrl key and mouse click. Right-click on the selected area and select Delete.
   

The two columns that should remain in your file are:

1. Username - Required field that enables the software to know which email belongs to which panelist.
   
   If your import fails indicating an issue with the Username column, rename the column into Code and try importing again. Subscriptions that existed before we moved away from Citrix version of our software are using the Code field.
   
   
2. Email - Required in our example scenario because this is the information we wish to update for all the panelists in our file.
   

The importing information must start in the cell A1 and continue into the column B without any blank columns between. Please see the screenshot above. If your columns are separated by blank columns, please remove the blank columns (select entire blank column at a time, right-click and select Delete).

Update the email addresses for your panelists. When done and certain that each email address corresponds to the right panelists, save the file making sure that you maintain the .csv file format.