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1. The first row of the worksheet(s) must contain the variable codescodes 

   Tip
   See the list of System Variables that can be imported

   
   

   Info
   Columns prefaced with a # are ignored in the import process

2. Subject data is listed on rows 2 and greater
3. When importing categorical variables (radio buttons or pick list type variables) use the pick list values, not the pick list name
4. Import Universal or Project Variables for subjects Project data 
   1. The worksheet name must be SubjectRequired
   2. Minimum required column headings (variable codes)  
      1. ReferenceID
      2. SiteCode
      3. ProjectSpecificID (if enabled in the project configuration)
5.  Import Encounter data
   1. The worksheet name must match the interval being imported into
   2. Each interval is on its own worksheet

      Info
      If importing into a non-fixed interval and there is more than one encounter with the same encounter date for a subject utilize the Encounter Sequence.

   3. Minimum required column headings (variable codes)

      Tip
      See the list of System Variables that can be imported

      1. ReferenceID*
      2. SiteCode*
       
      3. ReferenceID
      4. EncounterDate
         1. Required if new encounter or for a non-fixed encounter without an encounter sequence
         2. If importing into an existing encounter without an encounter date, the "Allow Subjects To Exist" box must be checked
6. Import Subject Medications
   1. The worksheet name must be SubjectMedication
   2. Minimum required column headings (variable codes)
      1. ReferenceID
      2. Trade Name
      3. Begin Date
      4. Medication Dose

         Tip
         The dose should be in the Unit of Measure defined for the medication

      5. Times Per Day