CloudBadging allows users to be able to quickly and easily import records and individual ID photos together into CloudBadging. This saves users time and aggravation from having to manually upload record after record.
Step 1: Create an Excel spreadsheet with records
When creating an Excel spreadsheet with your records you will first want to add in the headers. The headers will be named after the fields in your datasets.
Next you will fill out the information under the headers (except the photo header).
Step 2: Uploading bulk photos and creating a photo pathway
1) Place all your photos into a folder. Name the folder something that you will be able to easily identify with the project you are working on.
2) Zip the folder your photos are located in by right clicking on the folder > send to > compressed (zipped) folder.
The zipped folder will be the one that you upload into CloudBadging.
3) You will need to create a photo pathway in your Excel file in order for CloudBadging to know where to pull the photos from. This photo pathway will be located under you photo header.
The photo pathway will need to be the Name of the folder/Name of the photo.picture format. For Example: NameOfFolder/NameOfPhoto.jpg. The photo pathway is case sensitive. Do not add the zipped folder name in the folder pathway. We recommend using your unique primary key (typically ID number) as the name of your photo. This way, when mapping your photo field Excel will recognize the correlation between your primary key and the name of your photo, resulting in automatic mapping of the photo field.
Step 3: Save your Excel spreadsheet as a .csv file
In order to import your data into CloudBadging, your Excel spreadsheet must be saved as .csv file. This is just one of the many options of file format available within the Microsoft Excel application.
Within your Excel file, go to File > Save As > [enter the name you’d like to call this file]. Once you enter your filename, you can save it to a .csv file by selecting the “Save as type” drop-down field and choosing the “CSV (Comma delimited)” format option. Then just hit the “Save” button, and your file is now ready to import!
Step 4: Importing your data into CloudBadging
Click Records > Import/Export & Delete Records > Upload your own data and images. Then select your csv file and the zipped folder you just created. Make sure to select the box that says "Check this box if your CSV contains a header row".
Next you will be brought to Mapping Your Data. Here you will want to double check that the headers on your csv file match the fields in your dataset. Most of these should auto map for you but if you did name your headers something different then what is in your dataset you will have to map it manually by using the dropdowns.
Then you will select the orange Start Import button and your records will now be added into the CloudBadging system.
If you have any additional questions on this process please email support at [email protected] or call 800-996-3581.