Import sites in CDMS

Users with Manage Settings permissions can bulk create sites in CDMS by creating a CSV file that they can upload.

Importing Sites

To do that, follow the steps below: 

1. Navigate to the Settings
2. Go to the General tab
3. Click on the Manage sites button
4. Click on the Import files button
5. In the window that will open, choose your file and click on Upload file

To facilitate the import creation process, a sample file is available for download in the CDMS import dialog by clicking on Download Sample File.

Example

Using  the sample file, we can bulk add sites to the study:  

• Site Name: Enter the name of the site
• Country Code: 2-letter format (e.g., NL as in The Netherlands - full list here) 
• Site Code: Enter the code of the site. The code must consist of 3 alphanumeric characters or left blank.
• Site Abbreviation: Enter the site abbreviation
• Date format: Enter the date format that will be applicable for the site. The date format has to be one of the available formats that can also be found from the dropdown menu of the Manage sites:
  • YYYY-MM-DD (ISO)
  • DD-MM-YYYY
  • MM/DD/YYYY
  • DD/MM/YYYY
  • Month, DD, YYYY
  • DD Month YYYY
  • DD-MMM-YYYY
  • YYYYMMMDD

In order to edit and import the Downloadable Sample File please follow the instructions that can be found on the How to prepare an Excel file to be imported as CSV article.