1. Curator Styles

    2. Homepage

    3. Titles and Toolbars

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

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    7. Box Embedding

    8. Forms

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    1. Tutorials

    2. Search

    3. Managing Menus

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    5. Keywords

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    1. Embedded Tableau Server Views

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    9. Custom Views

    10. Pause/Resume Changes

    11. Dashboard Titles

    1. Filters

    2. Parameters

    3. Apply Button

    4. Filter Categories

    5. Hidden Sticky Filters/Parameters

    6. Specify Filter Sheet

    7. Mark Commenting

    8. URL Action Overrides (Link Target)

    9. Hidden Dashboards

    10. Replace Dashboard URLs

    11. Site Switcher

    12. Cache Filter/Parameter Options

    1. Data Manager Basics

    2. Web Data Connector (WDC)

    3. Import Data

    4. Connecting to Data Manager

    5. User Commenting

    6. Field Calculations

    1. Overview and Enabling

    2. Report Builder: Scheduled Reports Option

    3. Report Builder: Email Option

    4. Report Builder: Watermark Text

    1. Automatic License Provisioning

    2. Just-in-time (JIT) Provisioning

    3. Users and Groups

    4. Reset User's Password

    5. Username Mapping

    6. User Sync and Membership Sync Overview

    7. Custom Attributes

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    5. Bypass Link-preview Security

    1. E-mail Configuration

    2. System Notifications

    1. Force SSL

    2. Trusted Tickets

    3. Basic HTTP Authentication

    1. Import / Export

    2. Backend Users

    3. Frontend Users

    4. Updating License Key

    5. Linux: Cron Troubleshooting

    6. Filesystem Permissions

    7. Backend Administrator Password Reset

    8. Manual Restoration of Curator Backup

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    13. Curator Backup

    14. Taking a Manual Full Backup

    1. System Upgrade

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    1. Scripts

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    3. Subscription Routing

    1. Curator API Overview

    2. Integration

    3. Curator API

    4. Tableau API

    5. Content

    6. User API

    Documentation: Data Manager

    Import Data

    If you already have data collected somewhere else for your form and want to bring everything together in your Curator table, use the Data Manager Batch Import option.

    Using Batch Import

    In the backend, you need an administrator account with Data Manager privileges.

    1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
    2. Navigate to Settings > Data Manager > Manage Data section from the left-hand menu.
    3. Click on the Batch Import above the overview table.
    4. Click on Schedule Import.
    5. Select the Data Group for which the data should be imported.
    6. Select the CSV file that holds your data.
    7. Decide whether or not to trim whitespaces around the string values.
    8. Click Import.

    If you want to enable your frontend users to upload data:

    1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
    2. Navigate to Settings > Data Manager > Data Groups section from the left-hand menu.
    3. Select the Data Group for which frontend users should be able to import data.
    4. Enable Batch Import by using the toggle.
    5. On the front end, a new section Batch Import appears. Click on it to expand the section.
    6. Select the CSV file that holds the data.

    Format your CSV

    • Add the headers of your table as the first row of your CSV file. Make sure it
      1. Only has the Data Groups attributes' name in it.
      2. Uses the very same spelling.
      3. Has no spaces around the single attribute names.
    • Have one row in the CSV for each row of data. Make sure it
      1. Has as many attributes as defined in the Data Group.
      2. Has two consecutive commas, if you want to add a blank value.
      3. Do not add any quotes around the values.