Getting Started with Your New EyeQuestion System: Setup and Data Migration Guide

Getting Started with Your New EyeQuestion System: Setup and Data Migration Guide

Get Started

Create Users

You can create new users in your new system and assign them different profiles according to the role that they will have within the EyeQuestion system: 

Set Up Sensory Booth

If you're using a sensory booth, ensure it's set up by adding a location to your new system: https://support.eyequestion.nl/portal/en/kb/articles/how-to-setup-a-location-with-booths-4-1-2024 

Organize Your System

Organize your system by adding folders for better management. Implement folder restrictions if different parts of your organization require access to specific folders: https://support.eyequestion.nl/portal/en/kb/articles/setting-up-restrictions-for-folder-location-and-archive-4-1-2024 

Set Up Panel Management

  1. Add Panellists: https://support.eyequestion.nl/portal/en/kb/articles/how-to-add-panellists-in-panel-database  or https://support.eyequestion.nl/portal/en/kb/articles/how-to-recruit-consumers-via-eyequestion-4-1-2024
  2. Set Up Rewards: If you intend to utilize the reward functionality, make sure to add reward types to your new system: https://support.eyequestion.nl/portal/en/kb/articles/reward-management
  3. Create Panel and Categories: https://support.eyequestion.nl/portal/en/kb/articles/categories-and-dynamic-panels-4-1-2024

Export and Import Data from Demo System

Project Export/Import

During your trial period, you may have collected data or created projects that you wish to incorporate into your new system. Follow these steps to import/export projects:
1. Export your project from the demo system by navigating to the project you wish to export and selecting Settings> Advanced Tools > Project > Zipped Project.
2. Import the project into your new system. From the main menu select Project > Import Project and select the downloaded Zipped Project.

Project Template Export/Import

Similarly, if you've created project template in your demo system, follow these steps to import them into your new system:
    1. Export your project template from the demo system by navigating to the Site Management > Project Templates. Click on the action button next to the project template you with to export, then choose "Export XML". 
    2. Import the project template into your new system. From the main menu select Site Management > Import Project Templates  and select the downloaded XML file.

    Categories Export/Import

    If you've created categories in your demo system, you can import them into your new system easily:
    1. Compile the categories you've created in an Excel file according to the provided structure (see attachment).
    2. Import the categories into the new system by navigating to Panel Management > Categories > List > Import.

    Panellists Export/Import

    Similarly, if you've created panellists in your demo system, follow these steps to import them into your new system:
    1. In the demo system, navigate to Panel Management > Manage Panellists > Export Panel Members.
    2. In your new system, navigate to Panel Management > Import Panellists and upload the exported file.
    Note: If you have categories associated with panellist accounts that you wish to import, ensure you import the categories first and then the panellists.

    Attribute (ADB) and Product (PDB) Database Export/Import

    If you've set up the ADB or the PDB in your demo system, you can import them into your new system easily:
    1. In the demo system, navigate to Tools > Data Tools > select Attributes Database or Products Database. Export the information included by selecting the Export button. 
    2. In your new system, navigate to Tools > Data Tools > select Attributes Database or Products Database. Import the excel file by selecting the Import button.