Data Upload Overview

Let's review the various ways to upload data.

In order to send an outbound text message for our experiences, whether that includes a content card or just a message, data is involved. Who is receiving the message? How are you parsing out your different groups of students?
Institutions can upload data:
Option 1: By using an sFTP (Recommended for clients that can set up automated file transfers from their system of record)
Option 2: By uploading files to the Full Measure Platform (Recommended for clients that cannot set up automated file transfers or just want to upload files on a semi-regular basis)
Option 3: Both (Recommended for clients that can set up automated file transfers, but also want the flexibility to upload files directly)

Option 1: Secure File Transfer Protocol (sFTP)

Option 2: Full Measure Platform

Downloading Data

Great! Now you have selected the file upload option that is best for your institution. In the event that you would like the data back into your system of record, let's take a look at how that will work.
Clients have the ability to download engagement data from the content cards and campaigns they launch. This is done by downloading .csv files from the "Activity" section and uploading these files back into your system of record.
To do this:
  1.  Navigate to the "Activity" section in the Full Measure Platform
  2. Select the content card or campaign you would like data from. You can also download data for an entire content card or campaign. Utilize the 3 dots in the upper right-hand corner to download the .csv of the data in both scenarios.

    A global download of a content card
  3. On the main Activity screen for the content card or campaign, utilize the 3 dots in the upper-right hand corner to view the downloads. 

Once your download is completed, it will appear in the "Completed" tab
 4. Download the file to your computer. This file can now be uploaded back into your system of record for your use. 

Requesting for your engagement data to be accessible via sFTP on an automated basis? Please submit a writeback request form (ASE or CVE) and proceed to our full writeback article. 

Converting files to a .CSV

All files shared via the sFTP should be in .csv format with UTF 8 encoding. Below are instructions on how to convert your file to a .csv format.
  1. Open your Excel document.
  2. Click File in the upper left corner.
  3. Select Save As towards the left-hand side.
  4. Directly below the name of your file, there’s a file type dropdown menu. From here select CSV UTF-8 (Comma Delimited) (*.CSV).

Google Sheets

  1. Open your CSV file in Google Sheets.
  2. Click File in the upper left corner.
  3. Select Download As in the File menu.
  4. Select Comma-separated values (.csv, current sheet)