Organizations often use Google Sheets to store their voters' contact information in one place for easy management and updates. Importing voter information through Google Sheets is a quick and efficient way to import the voters' contact information into ElectionBuddy, minimizing typographical errors from manual entry.
To import a voter list through Google Sheets, first select “Import from Google Sheets” from the options under Voter Information.
There are 2 ways to import a Google Sheet:
Adding with Google Drive
- Select Select Google Sheet under “Import Settings”. Then the “Import from Google Drive” button.
- The “Import from Google Drive” button will open a pop-up where you select the account the Sheet is owned by.
- Select the Sheet that has your Voter List. You can use the Search bar to narrow down your sheets.
ElectionBuddy will then import the Sheet. Follow the steps below for Mapping Columns and Importing.
Adding with Public Link
To add your Sheet by the Link, the link will need to be Public.
Setting your Google Sheet to Public
Inside your sheet, select the blue “Share” button in the top right corner. This will open a screen where you can change the General Access. “Anyone with the link” to set the link to Public.
Select the Copy link button to copy the public link.
Pasting the Link
In ElectionBuddy, navigate to the Voters page.
Select Public Link and copy your Public Google Sheet into the provided space. Select Import.
Follow the steps below for Mapping Columns and Importing.
Mapping Columns and Importing
Once your file is uploaded, ElectionBuddy will tell you what information is required for the vote based on the setup.
Use the drop-down menus next to each item to tell ElectionBuddy which columns in your CSV file contain the required information. You can upload a Sheet with different columns and then map directly in ElectionBuddy which columns you'd like to use for the information required for your vote.
In the example below, the vote is set up to require Ballot IDs, Voter Labels, and Email Addresses for each voter.
After you have mapped the columns, select the "Import" button.
After importing, ElectionBuddy automatically Validates Your Voter List.
If there are no errors, you will see a green "Everything looks good!" message and can proceed with the rest of your vote setup.
If there are errors, they will be highlighted in red, and ElectionBuddy will tell you what the issue is in the "Errors" column. For help with correcting errors, please see Validating Your Voter List.
If you are having issues with errors, please see Formatting Contact Information. Please see: How to Add Your Voter List for more ways to import your voter list.
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