Upload Center
Use Upload Center whenever you need to load or update information in UpVote.
Start by choosing an Action Type
When you choose Upload Excel/CSV File, the first step is selecting what you want UpVote to do with the information in your file.
Type a keyword such as phone tag custom or volunteer and UpVote will filter the available options.
Watch the Upload Center walkthrough
See the complete process in action before working with your own data.
Choose the right action for your upload
Use the guide below as a quick reference for choosing an action, matching records, reviewing your file, and approving your upload.
Voter Data
Use these actions when changing information stored directly 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 & Delegate
Use these actions when organizing voters into segments or assigning campaign work.
- 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 actions when 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
The exact fields may change depending on the action you select, but the basic upload process is almost always the same.
Select Action Type
Choose what you want UpVote to do with the data in your file.
Select the search type
Tell UpVote which field should be used to match the rows in your file with existing voter records.
★ Recommended: Voter IDUpload and map your file
Upload your Excel or CSV file and map each column to the correct UpVote field or custom field.
Preview your data
Review the information UpVote reads from your file and make sure the columns and values look correct.
Approve the upload
Once everything looks correct, approve the upload to process the changes.
Best practices
- Start small. When trying a new action, begin with a small test file before uploading your full dataset.
- Spot check your results. Review a few voter or volunteer records after every major upload to confirm that the data was updated correctly.
- Ask before making complex changes. Coordinate with your UpVote representative for very large imports, complicated updates, or uploads you are unsure about.
Contact your UpVote representative before uploading the file and we’ll help you choose the right option.