Walkthrough build — demo data
iPAY Research Panel Portal · EdUHK
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Panel intake · iPAY team only

Intake

The office's extract is staged here first: every line is parked in a batch, mapped to panel fields, validated and dry-run before a single member is created. Nothing on this page is a value out of the file - staged rows hold real names, phones and dates of birth, so they are shown one at a time and every look is recorded.

Stage a file

Extract file

Drop the CSV here or choose it

CSV only. UTF-8 (with or without a byte-order mark) and Big5 are both read; export from Excel as CSV UTF-8 if in doubt.

The shared drive export, or a Qualtrics download. It is recorded on the batch.

A file takes precedence over pasted rows. The first line is the header row: its names are what the mapping table lists.

No batches staged yet

Upload the office's CSV extract above. It is parked as a batch - nothing is imported until you map the columns, validate and commit.

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