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. Be sure data in entered into the first field. Enable to import data, it is required to have data entered into the first field of the project (column A if records are in rows) so that REDCap knows what record the data is designated to.
If it's a longitudinal study, it is also required to enter which visit it goes to (column B if records are in rows). This is formatted with the event name followed by arm name (Eg. event_1_arm_1).
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 |
|---|---|
| Text box | No coding |
| Notes box | No coding |
| Calculation | Leave box blank |
| 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 |
5. Save as CSV file
6. Go back to the Data Import Tool on REDCap, mouse click on browse, 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.