Use Upload Center whenever you need to load or update information in UpVote, for example:
- Initial and updated voter files
- Board of Elections files for early vote or vote by mail
- Custom field updates like party or vote by mail status
- Volunteer lists and relationships
When you choose Upload Excel/CSV File, the first step is to select an Action Type. You will see a list of possible actions. You can type in the search bar at the top, for example “phone”, “tag”, “custom” or “volunteer”, and UpVote will filter the options.
Think of every action as belonging to one of three general categories:
Voter data
Use these when you are changing information stored on voter records.
- Add\Update voters into database
- Delete voters
- Update phone numbers
- Disassociate phone numbers from voters
- Update emails
- Update birth dates
- Update custom fields
- Update Multiple Custom Fields
- Add options to custom properties
- Change support status
- Flag voters as voted
- Set voters as not voted
- Flag voters as unsubscribed
Target and Delegate
Use these when you are organizing voters into segments or assigning work on them.
- Assign tag to voters
- Assign multiple tags to voters
- Delete tag from voters
- Assign task to voters
- Associate voters with volunteer
- Associate users with groups manager
- Connect Users To Phone Campaign
Volunteer Actions
Use these when you are creating volunteers or linking them with supporters.
- Create Volunteers
- Add volunteers with supporters
- Add Volunteers with To Be Determined list
How to upload a file
No matter which action you choose, the steps are similar:
- Select Action Type in Upload Center.
- Select search type that tells UpVote how to match records (we recommend voter ID)
- Upload your Excel or CSV and map each column to the correct field or custom field.
- Preview the data that UpVote reads from your file.
- Approve the upload when everything looks correct.
Best practices
- When trying a new action, start with a small test file.
- Spot check a few records after each major upload.
- Coordinate with your UpVote rep for very large imports or complex changes.