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  1. Log in as described in Logging In.
  2. Download the CDE match template and populate it with information about the CDEs that you want to match. (Start with a fresh template for each import.) 

  3. When opening your copy of the template, select Enable Macros.

  4. Populate your file with information about the CDEs that you want to match. The following table provides instructions for each column in the CDE match template:

    Column NameInstructions
    Batch UserTBD
    Batch NameTBD
    Batch SequenceTBD
    EntityTBD
    Perm ValTBD
    User TipTBD
    ContextsTBD
    Preferred CDE IDTBD
    Preferred CDE VersionTBD
    CommentsTBD

    As you populate your file, you can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns. 

  5. Save the file as CSV. 
  6. Import the file, as described in TBD.

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