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1. Download the CDE import template from Templates and Instructions for Bulk Imports and Matching. (Start with a fresh template for each import.) 

2. Populate your copy of the template with information about the CDEs that you want to import. The following table provides instructions for each column in your copy of the CDE import template:

   Column Name	Instructions
   Do Not Use	Leave empty.
   Batch User	Enter a batch user name in each row. You can provide any text in this column. The system does not validate this column.
   Batch Name	Enter a batch name in each row. The combination of Batch User and Batch Name must be unique.
   Seq ID	Specify a unique sequence ID in each row.
   Context Name	Each cell in this column has a drop-down list of all valid Contexts. Select a value from that list.
   Preferred Question Text	TBD
   DEC Public ID	TBD
   DEC Version	TBD
   VD Public ID	TBD
   VD Version	TBD
   Optional Specified CDE Long Name	TBD
   Optional Specified CDE Short Name	TBD
   Optional Specified CDE Definition	TBD
   Optional CDE Origin Description	TBD
   Optional CDE Origin	Each cell in this column has a drop-down list of all valid CDE Origins. Select a value from that list.
   Comments	TBD

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

   • You may add additional columns to your file for taking/keeping notes after the last template column, but the column names must be unique.

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

3. Use the Microsoft Excel "Save As" feature to save your copy of the template as CSV. 

4. Import the file into OneData:

   1. Log in as described in Logging In.

   2. From the Manage menu, select Manage Data. The Manage Data page appears. Select CDE Import. The CDE Import page appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites.)
   3. From the Import menu, select Data Object Import. 

   4. Select the CDE Import row and click Import (between Add New Mapping and Go To Data Manager). 

   5. Under Source Information, in the Import from File row, click Choose File. Navigate to and select your CSV file from your desktop. 

   6. Click Import at the bottom of the page. The system displays a message with the status of your import. 

5. Generate a list of CDEs from your file:

   1. Click Go To Data Manager. The CDE Import page reappears.

   2. Specify search criteria, such as all or part of your Batch Name. The format for the Date Last Modified field is MM/DD/YY (such as 03/05/22). 

   3. Click Apply Filter. Search results appear. The system displays one row per CDE.

6. To edit values:
   1. Click the edit icon in the row you want to edit. A detail page appears for the selected item.
   2. Click Validate CDE. Review the TBD and revise the TBD as needed. If you make any changes, click Save and click Validate CDE again. 
   3. When validation passes, click Create CDE. The system displays the new CDE ID. 
   4. To view the next CDE from your imported file, click the Go to the next page icon (the triangle icon after Rows x of xxx).

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