Matching CDEs

1. Log in as described in Logging In.

2. Download the CDE match 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 CDEs that you want to match. The following table provides instructions for each column in the CDE match template:

   Column Name	Instructions
   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.
   Batch Sequence	Specify a unique sequence ID in each row.
   Entity	TBD
   Perm Val	TBD
   User Tip	TBD
   Contexts	TBD
   Preferred CDE ID	TBD
   Preferred CDE Version	TBD
   Comments	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. 

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

Related topics:

• Importing Items
• Mapping Models
• Exporting Items
• Troubleshooting Imports