Managing your data

The Conservation Hub's web app gives you all the tools you need to manage your project's data.

Submitting new data

To submit new data, follow these steps:

  1. First navigate to the form you would like to submit data to. To learn how to do this, read our guide on viewing data.
  2. Then, in the top right of the page, click New form data.
  3. Fill out the form fields and press Submit.

Editing data

To get started editing data, follow these steps:

  1. First navigate to the form you would like to edit data for. To learn how to do this, read our guide on viewing data.
  2. Find the submission you would like to edit, and on the right side of the table row, click Edit.
  3. Make your edits to the data, and press Submit.

You either need to be a group admin or have form editing enabled for your group to be able to edit data.

Duplicating (copying) data

If you are a group admin or have form editing enabled for your group, you can duplicate historic submissions to make a new copy. To do that, follow these steps:

  1. First navigate to the form. To learn how to do this, read our guide on viewing data.
  2. Find the submission you would like to copy, and on the right side of the table row, click Duplicate.
  3. The drawer will open with a copy of all the form fields from the submission you duplicated, once you press Submit a new copy of the form will be made.

A copy of your form submission is only saved once you press Submit.

Deleting data

Deleting data is permanent and cannot be recovered. We recommend exporting a copy of your data before deleting anything.

If you are a group admin or have form editing enabled for your group, you can delete submissions. To do that, follow these steps:

  1. First navigate to the form. To learn how to do this, read our guide on viewing data.
  2. Find the submission you would like to delete, and press Edit.
  3. At the bottom of the drawer, press Delete Record and then confirm.

Adding comments

Comments are an easy way to discuss or add notes to your form submissions without modifying the form data itself. To comment on a form submission:

  1. First navigate to the form. To learn how to do this, read our guide on viewing data.
  2. Find the submission you would like to delete, and press Edit (or View).
  3. At the top of the drawer, click on Comments.
  4. Add your comment and press Comment to submit your comment.

Only the person who submitted the form data and group admins can view these comments.

Exporting data

You can export your data from The Conservation Hub. By default, your exports will include your data for your current filters and time range, including all of your data inside the export file. When creating or editing a form, you can enable special export options, or contact us if you have special export requirements.

  1. First navigate to the form you would like to export. To learn how to do this, read our guide on viewing data.
  2. Then, press Options at the top of the page, and press Export Data.

After a few seconds, your browser should automatically download a csv containing your form data.

Importing data

You can also import data into The Conservation Hub. To do this, first we recommend exporting a copy of the form data you plan to import, and using that as your template to import the data. Data is not validated when imported, so it is important that you get the formatting correct.

Only group admins can import data.

Then follow these steps:

  1. First navigate to the form you would like to import. To learn how to do this, read our guide on viewing data.
  2. Then, press Options at the top of the page, and press Import Data.
  3. Next, select the group that you will be submitting data on behalf of.
  4. Then, select the project.
  5. Next, select the user that will be the "Owner" of the data that is submitted. If you want the data to appear as submitted by you, select yourself, otherwise if you are importing data on behalf of another user, select them.
  6. Upload the CSV file. If your file is larger than 2MB, please break the file up into seperate files under 2MB each.
  7. After the CSV is uploaded, you should see a preview of all of the data you are importing below. You can press Edit to modify the data before it's imported, or press Delete to remove records. Please check all data carefully before importing it.
  8. Once you're happy all of the data your importing in is correct, press Import at the bottom of the page and wait for it to finish processing.
  9. Once finished, you can return to the table view to see your imported data.