The Upload List button within Lists Tab allows you to upload any list of constituents to the Reeher Platform, so that you can append columns to the list, analyze the list in Crosstab, or look at the results using the Map View. For example, if you have an event attendee you want to see the MG EVI score on, you could upload the list (all we need is the constituents' Entity IDs) and append MG EVI to the list. All columns that are available in Targeter can be appended to your list. Your entire list (including all the unique column names) will be viewable when you choose to view the list. You can then append the columns you need and export the list back to your local environment.
To upload a file, click on the Add List button at the top left of the window. Click Browse to select your file and enter the name that will appear in your Report Archive list. Note that the constituent ID must be the first column in the file you are uploading. The header on the constituent ID column must be labeled Entity ID or ID. You may upload Excel or CSV files. Once uploaded, you will be emailed when the list is available in the List Tab. You can then choose to add or remove columns and export the appended list to your local environment.
View the FAQ for uploading tips.
What kind of files can I upload?
You may upload Excel or CSV files.
I've uploaded my file and received a successful message, but no constituents appear when I view the results?
There are a few ways to try and solve this issue. You can try re-uploading your file as a CSV. Make sure that the entity ID is in the first column and "ID" is contained in the header row. You also want to make sure that you have the correct number of leading zeros in your Entity ID column. To add leading zeros to your column, follow the instructions below.
How do I add leading zeros to the Entity ID column in Excel?