Importing Reviewers

Importing reviewers to a program allows you to quickly add new reviewer accounts or update existing ones, while simultaneously assigning reviewers to the appropriate program and review groups. Follow the step-by-step instructions below:

1. From the Admin Dashboard, open the program into which you’d like to import reviewers.
2. Navigate to Assign Reviewers and select Import Reviewers. 
3. On the Import a file section, click Import.
4. Select the type of user you want to import (Reviewers), then click Next. 
5. Choose any additional profile fields to include in your import - First Name, Last Name, Email and Review Group are mandatory. 
   After selecting your desired fields, click Download Template. This will create a sample file containing both the required and any optional fields you’ve chosen.
6. Click choose a file, then select your import file. 
7. Click the Choose how to import Reviewers dropdown menu and select how to import your reviewers: 
   • Create and update reviewers: the import will create new reviewers, as well as identify and update existing reviewers. 
   • Create new reviewers only: the import will only create new reviewers. Existing users in the import file will be ignored. 
   • Update existing reviewers only: the import will only update existing reviewers. New users in the import file will be ignored.
8. Click Next. 
9. On the Map columns in your file to user properties screen, the system will map the columns in your file to the selected properties based on the header. 
10. The import table contains the following columns: 
    • Column Header From File: the name of the header from your import file.
    • Mapped: shows the current status of the column-to-user property mapping. If any errors are identified, an alert icon (!) will appear to indicate an issue.
    • Preview Information: preview of the first three rows from your spreadsheet for the column. 
    • Import as: dropdown menu to select the user property (ex. Company) you're importing. 
    • Manage Existing Values: If a record in your import matches an existing record in RhythmQ, the default behaviour is to overwrite the existing data with the new information. If you prefer to retain the existing data without making changes, select Do not import. 
11. If any columns were mapped to the wrong property, click the dropdown menu in the Import as column then select the correct property. 
12. If you are updating user accounts, and you want to ensure that existing profile information remains unchanged for specific fields during the import process, select the Do not import checkbox in the Manage existing values column for those fields. 
    • This will preserve the current data in RQ for any matched records, preventing the import from overwriting important profile details. Use this option whenever you want to update only certain properties of users accounts while retaining others as they are. 
13. Once all columns are mapped or set to Do not import, click Next. 
14. Enter an import name. 
15. You will then see a summary of the import, including the number of records that were added, updated, or ignored. Review this summary carefully before proceeding to the next step. 
16. When you’re ready to proceed, click Begin Import to start importing your reviewers.

Once imported, you’ll be directed to a dedicated import status page where you can review detailed results of your import. Here, you’ll find a breakdown of how many records were successfully created, updated, or ignored. 

Learn more about inviting imported users into the system.