Format a spreadsheet to import subject data

Overview

This page describes how to create an Excel workbook with subject data so it can be imported into a project.

Required Role(s)

• Project Management (required to import data)

Steps

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

   See the list of System Variables that can be imported

   
   

   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
   1. The worksheet name must be Subject
   2. Required column headings (variable codes)  
      1. ReferenceID
      2. SiteCode
      3. ProjectSpecificID (if enabled in the project configuration)
   3.