1. Create project/questionnaire on REDCap
2. Download your Data Import Template that is found in Data Import Tool (Circled in red below) 
3. Enter information you would like to import. Before importing it, check the following: - In column A, be certain a unique ID is entered for every record. Enable to import data, it is required to have this entered so that REDCap knows what record the data is designated to. This field is generally the study_id.
- Do not change the Variable / Field Names in Row 1, because doing so will lead to errors when uploading
- If it's a longitudinal study, it is required to enter the redcap event name (a.k.a. Unique event name) in column B. The redcap event name (circled in red in image below) is auto generated on the "Define My Events" page. The name is formatted with the event name followed by arm name (e.g. screening_1_arm_1). To get to the "Define My Events" page, go to "Project Setup" and click on "Define My Events"
- If it contains Data Access Groups (DAGs), enter the unique-group name in that the record belongs to in column C. Info about DAGs is at: <https://wiki.chpc.utah.edu/pages/viewpage.action?pageId=570359865>
- If repeatable forms are used in your project, there will be 2 additional columns, they are the following:
- redcap_repeat_instrument column - used for name of the repeatable instrument (located in column B or C)
- redcap_repeat_instance column - gives a number to each repeated instrument, goes in numerical order (located in column C or D)
4. Verify that data is coded correctly, entered in the correct cell, and matches the correct variable. The following briefly explains coding for different field types:
| Field type | Coding |
|---|
| Multiple choice | Use codes assigned to them on REDCap (shown in choices box when editing a field) | Check boxes (multiple answers) | Has separate box for each answer. 1 = checkbox is selected 0 = checkbox is not selected | | Yes - No | 0 = No, 1 = Yes | | True - False | 0 = False, 1 = True | | Text box | No Coding | | Notes box | No Coding | | Calculation | Leave box blank |
5. Save as CSV file
6. Go back to REDCap and select the "Data Import Tool on REDCap, mouse " (located in left column). Next click on browse (circled in red in image below), and select your excel document you saved the data on. Now Upload file onto REDCap (Places to click are circled in red below)
 7. May refuse to upload due to errors. Correct the mistakes it lists, save, and try to upload again. Continue to do this until it accepts the data and uploads it. 8. Once the data is uploaded and accepted, REDCap will show a summary of the changes made (as shown in image below). To make the changes permanent, scroll to the bottom and click on "Import Data" (circled in red in image below).  |