Import List - Text to help correctly upload a list

[Scott Teesdale]

Currently the Import List UI does not contain any language or guidance as to the restrictions placed on the upload file. For example: The file must be a .csv, it needs a unique id, and some level of admin hierarchy data. I would recommend adding some supporting text to help users avoid pitfalls here.

[Scott Teesdale]

Example Text to Add: "To upload a list, the spreadsheet must meet several criteria. It must be formatted as a .csv, have the facility name column title "name", and have a unique identifier. It is also important that the list includes administrative region data elements (e.g., Region, Province, District, Ward, etc.) to help organize the reconciliation process. For an example list: http://is.gd/examplelist"

[Martin Verzilli]

Not sure about this: "It is also important that the list includes administrative region data elements (e.g., Region, Province, District, Ward, etc.) to help organize the reconciliation process".

I think we need to figure out a way of making everything work without making this mandatory.

[Scott Teesdale]

I am open to that as well. I think we want to improve the quality of the interaction when a user imports their data. Currently, it is easy for them to get blocked. What would you recommend Martin?

• Scott

[Valeria Tiffenberg]

Added the following slight modification from Scott's version and matching the modifications to the automapping page:

"To upload a list, the spreadsheet must meet several criteria. It must be formatted as a csv, have the facility name column title "name", and have a unique identifier. It is also important that the list includes one column per administrative region data in the official hierarchy (e.g. Country, Region, Province, District, etc.)"

And added a sample csv download as well.