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Overview

When importing subject data into a project that allows users to directly enter data through a portal, it is possible to create or update the subject's user account (the account used to login). The import process allows the account to be set-up with a password and have an email address that is considered validated or to set-up the account as not verified, which results in an email being sent to the subject to verify their email and establish their password. Below is some information about the account processing that is helpful when creating the data for the spreadsheet.

Import processing

The import process has three distinct steps.

1. Validation of Spreadsheet Structure (sheet names, column names, etc.).
2. Data Validation
3. Import

Validation of Spreadsheet Structure:

1. If "Allow Subjects to Exist" is checked:
   1. Password and email columns are optional.
   2. If "Set New Email Addresses As Verified" is not checked, Password column is ignored (warning given if exists).
2. If "Allow Subjects to Exist" is not checked:
   1. Password and email address columns required if "Set New Email Addresses As Verified" is checked.
   2. If "Set New Email Addresses As Verified" is not checked, Password column is ignored (warning given if exists) and email address column is optional.

Data Validation:

1. If "Set New Email Addresses As Verified" is checked:
   1. Error if Email Address not provided.
   2. Error if Password not in spreadsheet and not in DB.
2. If "Set New Email Addresses As Verified" is not checked
   1. Password is ignored (no warning given because we gave warning for column)
   2. Email address is optional

Processing:

1. If "Set New Email Addresses As Verified" is checked:
   1. User account will be set to verified if any user account information provided.
2. If "Set New Email Addresses As Verified" is not checked:
   1. Verification email sent to user accounts created during the import.