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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 from REDCap into REDCap into your copy of the of the template starting in the 3rd row, column E. Refer to additional instructions for each column in the following table:

   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 sequence ID.
   Variable / Field Name	Question Short Name	Enter a short 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

5. As you populate your file, keep in mind the following points:

   • 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. 

6. Run one or more macros:
   1. To automate copying form content into the template from one or more REDCap dictionary csv files, run CombineZip.
   2. At a minimum, you must run Standardize.
   3. If importing a PhenX REDCap Data Dictionary, you must also run PhenxStandardize.
7. Save the file as CSV. 
8. From the Manage menu, select Manage Data. The Manage Data page appears. Select Form Import. The Form Import page appears. (For instructions on adding this page to your favorites, refer to Managing Favorites.)
9. From the Import menu, select Data Object Import. 
10. From the toolbar (between Add New Mapping and Go To Data Manager), click Import. The Interchange Mapping page appears. As you complete this page, keep in mind the following points:
    1. In the Import from file row, click Choose File. Navigate to and select the CSV file that you have prepared. 
    2. In the Delimiter row, select Comma. 
    3. In the last row, change Start at Row from 2 to 3.
11. Click Next. 
12. After "Success" message, Select "Go to Data Manager" or Manage>>Manage Data>> Form Import (or from your bookmarked Favorites)
13. Use the filter to search for your form, Click "Apply Filter"
14. Select "Edit" for your form
15. Select a "Context" from the dropdown
16. Save
17. Select "Parse Form"
18. If successful, select "Validate Form"
19. Review the results
20. After successful Validate, Select "Create Form"
21. Copy the Public Id and choose "Forms" from Manage>>Manage Data (or your bookmarked Favorites) to view the newly created form in caDSR

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