Release Notes

December 17, 2016

Bulk Import

Learn more

GroveSite is proud to announce that we have recently enhanced [Import Records]. The new link will now be displayed as [Bulk Import].

Click here to download the Bulk Import Instruction Guide.

Picture Bulk Import


Importing Records will essentially work the same as the current [Import Records] used today. However, we have added some new features and requirements.

New Features

  • Built in Drop Down Lists - Included on the template for drop down, lookup, radio buttons and checkbox fields.
  • Required Fields - Will be indicated with a red asterisk after the field name.
  • Ability to Remove Columns - Often, a database can have many columns only a portion of which are needed in the initial import. Any columns not being used for the initial import can be removed from the template except for TableRecordID, OwnerEmail and ParticipantGroupName.

Template Requirements & Security

  • TableRecordID and OwnerEmail - These are system fields that are always required to be on the spreadsheet. During an import the system will render an error message if uploaded without these two fields.
  • ParticipantGroupName - This is a system field that is required if Participant Groups are turned on for the Organization. The import will render an error message if uploaded without this field. If Participant Groups are turned on, the empty template downloaded will include this field.
  • Two Rows of Column Names - Both rows need to be on the template in order for the import to work. The first row displayed on the template will be the field names and the second row displayed on the template will be the label names. Occasionally, database table field names can differ from the label names. Therefore, we have added both rows for easy identification.
  • Moderator Edit and Moderator View Fields - Participants will not be able to import into fields that are "Moderator Edit" or "Moderator View Only". Any data entered will be ignored.

The old [Import Records] will be available for 30 days to give all clients time to communicate the change and make the transition to the new [Bulk Import] link. Click here to download the Bulk Import Instruction Guide. If you have questions or want to learn more about this new exciting feature, you can call 866-952-9880 Option 2 or send an email to customersupport@grovesite.com.


Bulk Update

Learn more

GroveSite is proud to announce the release of a new powerful tool, the [Bulk Update].

Click here to download the Bulk Update Instruction Guide.

The [Bulk Update] feature will allow GroveSite users to easily update or add information to existing records via an excel spreadsheet. Simply:

  • download a populated template which contains existing data (save this file as a backup)
  • delete columns and rows that will not be updated
  • make necessary changes or additions
  • save and upload the new data

The [Bulk Update] link will be displayed to Moderators and Admin within an active Organization. In order for Participants to have access to this link, the hosting Organization would need to contact GroveSite to enable this feature.

This new feature is available to all GroveSite users. Click here to download the Bulk Update Instruction Guide. If you have questions or want to learn more about this new exciting feature, you can call 866-952-9880 Option 2 or send an email to customersupport@grovesite.com.

Picture Bulk Update


Bug Fixes

  • Adjust images downloaded in Bulk Update to better fit thumbnail size