Thursday, June 28, 2012

Automatically Update Panelists Using an Excel File

When you're managing a research panel, it can be a pain to constantly update your list of members.

Now, you can simply maintain the list in an Excel file; then by setting up a simple FTP or WebDav sync process, MicroPanel will automatically update by checking the Excel file daily or weekly at your option.

MicroPanel is Survey Analytics' panel management module, which integrates seamlessly with Survey Analytics' Enterprise Research Platform.


Add a new Auto-Scheduled import

Here's a video showing you how to set up this simple process.



Also, here's a help file showing the process step-by-step.

http://www.surveyanalytics.com/help/691.html
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