Appending Data to a Project

Additional data is able to be added to a project if needed.


To append additional data to the project, the new data must have the exact same column headers as the original Excel file. Follow these steps to ensure a successful upload:

1. Download the original project data. From the project dashboard, select "Campaign Database" and then "Download Campaign Data."

2. Open a new Excel spreadsheet and copy only the headers from the original file. Make sure to delete default headers which will be anything from and including CRID onward. Do not include any duplicate headers.

3. Fill the columns with the matching data from the new file, such as Voter ID, Phone, Address, etc.

4. From the dashboard, select "Campaign Database" and then "Upload New Data." Browse to upload the updated file from your local drive. Verify that the fields accurately match the data.

5. If there are multiple targets, ensure the list order is set to "Interleave Targets." Click "Save & Next" to complete the upload.

6. Open the link: Copy Data to Center (bookmark this for future use) and submit the form.

7. Finally, go to the "Centers" option on the project dashboard and select "Assign Centers." Consult a project manager to determine the appropriate center, then copy the universe numbers into the desired center field and save the changes.

By following this detailed process, you can successfully append the new data to the project while maintaining data integrity and consistency.