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1. Log in as described in Logging In.

2. Download the form import template. (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 forms that you want to import. Paste content into the template starting in the 3rd row, column E. The following table provides instructions for each column in the form import template:

   REDCap Column Name	caDSR Column Name	Instructions
   DO NOT USE	DO NOT USE	TBD
   Batch User	Batch User	Enter a Batch User
   Batch Name	Batch Name	Enter a Batch Name
   Seq ID	Seq ID	ensure that each row has a unique "Seq Id"
   Variable / Field Name	Question Short Name	Enter a short name in the Variable / Field Name, this can be used for matching to an existing CDE.
   Form Name	Form Name	TBD
   Section Header	Module	TBD
   Field Type	Question Type	TBD
   Field Label	Question Text	TBD
   Choices, Calculations, OR Slider Labels	VV, VM	TBD
   Field Note	Question Instruction	TBD
   Text Validation Type OR Show Slider Number	N/A	TBD
   Text Validation Min	N/A	TBD
   Text Validation Max	N/A	TBD
   Identifier?	N/A	TBD
   Branching Logic (Show field only if...)	N/A	TBD
   Required Field?	isMandatory?	TBD
   Custom Alignment	N/A	TBD
   Question Number (surveys only)	N/A	TBD
   Matrix Group Name	N/A	TBD
   Matrix Ranking?	N/A	TBD
   Field Annotation	CDE ID and Version	TBD
   Protocol Short Name	TBD	TBD
   Comments	TBD	TBD
   Module Instruction	TBD	TBD

   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. REDCap does not have a column for Context. 

5. Run one or more macros:
   1. At a minimum you must run the Macro "Standardize" as described in TBD.
   2. If importing a PhenX REDCap Data Dictionary, you must run "Standardize", then "PhenxStandarize", as described in TBD.
   3. To automate copying form content into the template from one or more REDCap dictionary csv files, run "CombineZip", as described in TBD.
6. Save the file as CSV. 
7. Import the file, as described in TBD. Context for all the forms in the templates is selected after importing the template into caDSR.
8. Run Form Import from Manage>>Manage Data (or your bookmarked Favorites)
9. Select "Import" from the toolbar, then "Conceptual Data Object" from the drop-down
10. Select the checkbox next to "Form Import RedCAP v1" and select "Import" option from the toolbar (Between "Add New Mapping" and "Go To Data Manager")
11. Select the "Choose File" and select the Form Import Template from our desktop that you have prepared for loading
12. Change the last row in the table "Start at Row" from 2 → 3
13. Select "Import" at the bottom of the Table
14. After "Success" message, Select "Go to Data Manager" or Manage>>Manage Data>> Form Import (or from your bookmarked Favorites)
15. Use the filter to search for your form, Click "Apply Filter"
16. Select "Edit" for your form
17. Select a "Context" from the dropdown
18. Save
19. Select "Parse Form"
20. If successful, select "Validate Form"
21. Review the results
22. After successful Validate, Select "Create Form"
23. Copy the Public Id and choose "Forms" from Manage>>Manage Data (or your bookmarked Favorites) to view the newly created form in caDSR

The Macro run key sequence can be viewed by selecting "Tools" from the Excel menu bar, then "Macro". 

Related topics:

• Mapping Models
• Exporting Items
• Troubleshooting Imports

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