How it works

The Data Upload Design Kit offers a series of tried and tested, ready-made template pages that can be put together to form an easy-to-use data gathering tool.

For service designers:

Once installed, there are 4 main steps to creating the data upload journey for your users:

1. Select the pages that you want to use
2. Customise them for your specific needs
3. Order the pages as required
4. Preview the upload user journey

Once these 4 steps have been completed, the tool is ready to be shared with your users. See Get Started to install the plugin.

Developing your user journey

There are 8 pages that are available as part of the user journey. They can be placed in any order and customised as needed:

1. Start the user journey
2. Select a spreadsheet
3. Select a worksheet
4. Select column headers
5. Select where data ends
6. Map input columns to names
7. Review your data (i.e. review rejected rows)
8. Upload complete

See Tabular Data to learn more about each page and Get Started to install the plugin and learn how to link each page together.

For users:

Once a data upload journey has been created, there are 4 simple steps for each user to follow:

1. Upload a spreadsheet (e.g. Excel, Google sheets, CSV file)
2. Select the data points to upload (via intuitive drag and select features) - and ignore the rest
3. Preview the data selected (i.e. check if correct. Edit if required.)
4. Finish