> For the complete documentation index, see [llms.txt](https://help.dscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dscout.com/private-panels/panel-management/create-upload-and-manage-panelists.md).
# Create, upload, and manage panelists
There are four ways to add panelists:
1. **Uploading a CSV file:** Add multiple panelists simultaneously by uploading a CSV file containing their information.
2. **Manually create a panelist:** Add panelists individually by filling out their name and email directly in Private Panels.
3. **Through a study screener:** Capture panelists' names and email addresses through a study screener.
4. **Through a panel sign-up form:** Capture panelists' names, email addresses, and more through a panel-specific sign-up form. For more information, see [Panel sign-up forms](/private-panels/panel-management/panel-sign-up-forms.md).
## Uploading panelists for the first time
{% hint style="warning" %}
You must remove all emails from your CSV which have previously bounced, opted out, or marked you as spam.
{% endhint %}
{% stepper %}
{% step %}
Create your desired [Panel Properties](/private-panels/panel-management/panel-properties.md)
{% hint style="warning" %}
**Important:** for *single-select* and *multi-select* properties, **keep the Options empty** for now. We will update the Options in the last step.
{% endhint %}
{% endstep %}
{% step %}
[Upload your CSV](#updating-panelists-via-csv)
{% endstep %}
{% step %}
Go to **Panel Panel Properties** and for your *single-select* and *multi-select* properties\_, [populate the options from your uploaded data](/private-panels/panel-management/panel-properties.md) automatically.
{% endstep %}
{% endstepper %}
## Upload panelists via CSV
If you have panelist data in a CSV file, follow these instructions.
{% hint style="warning" %}
**Important:** The first row of the CSV file must be the column titles as shown in the image below:
{% endhint %}
Private Panels will match these column titles with existing ones in the system. If the column title is not a match, Private Panels will create new columns.
Once your CSV file is ready to go, follow the steps below to upload it to Private Panels:
{% stepper %}
{% step %}
On the **Panelists** page, click the **New Panelists** drop-down button. Then, select **Upload panelists**.
{% endstep %}
{% step %}
The **Upload panelists** pop-up will appear. You can upload a file here in two ways:
* Click the **Choose file** button on the pop-up. Your computer system's file explorer will open where you can select the CSV file containing panelist information.
* Navigate to the CSV file on your computer's file explorer then click and drag it to the purple area on the pop-up.
{% hint style="info" %}
You can also hit the **u** key on your keyboard to open the **Upload panelists** pop-up when in the **Panelists** page.
{% endhint %}
{% endstep %}
{% step %}
Once uploaded, Private Panels will match the first row of the CSV to existing column titles. The column titles with a match will have a green check while those without a match will be marked with a red x.
{% endstep %}
{% step %}
If there are unmatched columns, the summary will be displayed at the bottom. Tick the **Yes** checkbox beside **Skip unmatched columns** to exclude the unmatched columns from the import.
{% endstep %}
{% step %}
To keep an unmatched column, click the corresponding **Select Column** drop-down button. You can try to find a similar/alternative column title by typing it on the search bar. If there is, click it from the drop-down options. If there is no alternative column title, click **+** **Create Panelist Property.**
{% endstep %}
{% step %}
The **Add a panelist property** pop-up will appear. Type the column title on the **Title** textbox and select the panelist property type by clicking the drop-down button below **Type** then selecting from the options. Then, click the **Create property** button. Click here for more information about panel properties.
