Open the Import Configuration page

Data must be imported into one form at a time. Each form requires its own configuration. 

For example, if importing patient physical exam data, a configuration would be set up to import all physical exam data for all patients and all visits at once.  

***Note: Normalized tables are a separate table from the table they reside in.  That means a form with a normalized table will need TWO configurations: one for form and one for the table in that form!

All configurations are saved and can be reused in the future without needing to follow these steps.

To create a new configuration, follow the image annotations below:

1. Map the visit intervals - Be sure the source interval column reflects exactly what the source file contains, and save the interval map. This is only done once but can be changed at any point to match what the source files contain in the visit column. 

2. Create a new configuration

3. Complete this form

  • Configuration Name
  • External Visit Date Import - Used if importing normalized tables where the data is imported into a parent record containing a different date.
  • Destination Form - Select the form the data will go into. This is the form the source data will be mapped to in a later step.
  • Form Table - Only if the source data is being imported into a normalized table within a form - select the table name from the destination form. 

4. Import the source file - This must be in one of the following formats:
  • CSV

Once the new configuration is saved, another page will open to map the fields. Continue reading about field mapping.