Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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On this page
  • Inserting Single Records
  • Importing Data
  1. Databanks

Adding Data to Datasets

PreviousCreating DatasetsNextUsing Datasets

Last updated 2 years ago

There are 2 ways you can add data to your datasets:

  1. Inserting Single Records

  2. Importing Data

Inserting Single Records

This method involves manually adding new records to the dataset, one at a time.

To do this:

  • Open the dataset

  • Click on the "Insert New Record" Button

  • A row is added to your dataset

  • In the added row, fill in the values for each field in the row:

    • Double clicking on the cell for the field you want to fill.

    • Enter a value, making sure that they match the data type and format specified for each field.

    • Press enter on your keyboard once done, for the cell value to be saved

    • Repeat the process for each field

  • Your record will be saved once you have completed filling in each field in the row.

  • The insert process is shown below

Importing Data

This method involves importing data from an external source, such as a spreadsheet or a database.

Currently, you can only import data from a CSV file so make sure your data has been exported to a CSV format.

To import data into your dataset:

  • Open your dataset

  • Click on the "Import Data" button

  • In the view that appears, click on the "Choose A File" button and browse to the desired file on your local machine. You can also drag your CSV file to the drop area displayed.

It is important to note that the structure of the data stored in the CSV file MUST match the structure of your dataset.

Also, the column names in your CSV file must be in lower case and spaces replaced with an underscore (_)

  • Click on "Import Data"

  • If your CSV data matches the structure of your dataset, you should see a success message and all the new records appear in your dataset.

Inserting a single record
Choose a file to import