You can upload almost any list of potential participants into Pool, but there are some important steps to prep your CSV you want to take. One especially complex issue is handling multi-select data, which is when you have a questions with multiple answers.
Here's our template with sample CSV with fake data your can try uploading, or use as a starting point for your own data. To get started head to Pool >> Upload:
When you upload questions from any source (survey results, SalesForce, Qualtrics, etc), you might have all sorts of header labels for each column. Could be shorthand like Q3 or a long description like "What's your favorite record label to make records?" Either way you'll want to carefully assign that column to either an existing column in Pool, a new column, or skip it altogether.
The robots inside Ethnio learn mapping over time, so once you associate a header with any column, that will be pre-selected next time. That can save you a ton of time with lots of columns, but practice good data hygiene and be careful not to end up with duplicate columns with similar wording.
Multi-select Data: multiple answers for a single question
Ethnio requires that you use semicolons to separate multiple answers for a single question, not multiple columns. It's a pretty easy change in Excel or gSheets, with info below on how to do that if you have multiple columns of data for a single question.
Note: if you got your CSV by exporting it out of another tool like Qualtrics or SurveyGizmo, it's worth checking to see if you can set the export to single column answers (and separate with semicolons). Check out how to do this in SurveyGizmo here. If not, you'll have to follow these steps:
Open your CSV in Google Sheets or the latest version of Excel (2016 or later is fine). Then use the TEXTJOIN formula to join your cells. This lets you specify semicolon as the separator, and quickly take answers from multiple columns and get them into one column. Here's the Excel help and here's the Google Sheets help. Before you begin, search for any semicolons in your data and replace them all with something else like /.
In practical terms, let's say your spreadsheet has answers that span multiple columns and look like this:
You would then add this formula:
And now duplicate that on all your rows and voila, you have a new column with answers separated by semicolon: