Import Instructions

ABOUT THE IMPORT PAGE

• These instructions are for integrating participants' data collected from a Survey (i.e., SurveyMonkey, Qualtrics) to Revolution Database Excel Import Template.
• Depending on criteria used for the survey, different studies will collect different information (different columns will be filled in)
• In order to have a successful import, you must make sure the order of the columns of information and the information in the cells are in a specific format
• Missing cell values are OK as long as the important cells are filled out
  • Family Address
  • Family Phone Number
  • "Self"
  • Biological Relationship
  • First/Last Name
  • Date of Birth
  • "Self" Contact Number

Table of Contents 

1. Enabling Import File
2. Overall Structure of the template
3. General Copy and Paste Instruction (Copying only values)
4. Inputting Information and Formating
   1. Family Information
      1. Address, Address 2, Town or City, Postal Code, and Country
      2. Family Phone
      3. Family Email
   2. Individual Information
      1. Dropdown Field
         • Household Status
         • Biological Relation
         • Sex
         • Pregnancy
         • Marital Status
         • Highest Education
         • Mobile Carrier
         • Public Assistance
         • Ethnicity
      2. Multiple Selection Fields
         • Race
         • Preferred Contact Method
         • Preferred Contact Time
         • Health Conditions
      3. Text Fields
         • Study Name
         • First Name, Middle Name, Last Name, Suffix, and Other Text Fields
         • Health Condition Text Fields, Medications and Dietary Restrictions
      4. Numeric Fields
         • Phone
         • Height, Weight and other numeric fields
      5. Dates: format of YYYY-MM-DD
         • Date of Birth, Measurement Date, Status Date, and other date fields
5. Final Steps (Importing a survey file to database steps)

ENABLING THE IMPORT TEMPLATE:

1. Download 'Import Data Template' from the import page
2. Click 'Enable Editing'

      3. Click 'Enable Content'

  OVERALL STRUCTURE OF THE TEMPLATE:

• Each row contains 1 unique Family and each family has space for 3 different participants information i.e., parent and child. (Note: some columns are hidden in the figure below to fit into the page).

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• You will see the arrow when you click the cell if the column has dropdown menu

Little Reminder:

*\[Study File\]: Actual data excel file exported from a survey*

*\[Import File\]: Import Data Template Excel File (the file you downloaded from the Import page)*

GENERAL COPY AND PASTE INSTRUCTION: *THIS IS HOW TO PASTE VALUES ONLY INTO A CELL

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  Wiki Markup
  \[From a Survey File\] *_Select_* and *_Highlight_* field(s)

  
  

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  Wiki Markup
  \[From a Survey File\] *_Right Click_*  on highlighted area and *_Select Copy_* (or press "Ctrl + C")

  
  

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  Wiki Markup
  \[In the Import File\] *_Right Click_* specific cell and *_Select Values (V)_* under 'Paste Options' to paste *→ {*}This way, *only values will be copied* without formatting.

  
  

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• Select items ONLY from the dropdown menu options – use your best judgement if the dropdown options are not exact with the values in the study file or if you are not sure or there's no information, leave cell empty

**Repeat steps if there is a child enrolled in the study with an adult: You must keep all columns even if they are not relevant and make sure the important cells are not empty!!

FINAL STEPS *Before uploading import file:*

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