- Navigate via the main menu towards CRF -> Imports - > CRF;
- Upload your import file;
- Select the site, the column that needs to be used as a patient number, the date format;
- Dependent on the settings of your study you can select the columns that need to be imported to permanent fields date of birth, enrolment date, and email address;
- Link the columns to components in research manager;
- Test the import;
- Start the import if no mistakes are found.
When you perform the study it can happen that a part of the data is not entered in research manager. You already have it in a Excel file. At ResearchManager we understand that is convenient to have all your data neatly together. That is why there is a built-in import function. With this you can effortlessly upload your excel files and add it to your data in ResearchManager. In this manual you can read how it works.
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards ‘Imports > CRF’
Now you see the starting page. Place your mouse at the top, in the menu bar, on ‘CRF’, then on ‘Imports’ and finally click on ‘CRF’.
Step 2: Selecting file type for import
Now you find yourself on the import page. By clicking on the button ‘Select File’, a pop-up opens in which you can choose your import file. When you have done this, the name of the file appears in the place where you could first select it. Only excel files that end in ‘.xls’ or ‘xlsx’ can be imported.
These files need to conform to the following set up: patients in the leftmost column from top to bottom and components in the top row from left to right.
Step 3: Assign import to Site
When you have loaded a import file, select the site to which you want to add the patients from the file. Then, select the column with patient numbers – based on this the patients will be made – and the desired date format.
Step 4: Linking columns to components
Now you see a list with all the columns form your import file. All columns you want to import data from, needs to be selected by means of the checkmark on the left side. Now you only need to make sure that the right components are linked to the right columns.
ResearchManager will first try to automatically link the columns to a component in the following ways:
- Initially, there will be checked whether a link of a column title with a component has been made before for this study. If this is the case, the link will be used again;
- Then, there will be checked whether column names are still present in the excel file, that exactly match the complete export tag of a component in ResearchManager, that has not been linked earlier in the process. If this is the case, the link is made automatically;
- Finally, research manager checks if there are column names in the excel file that match the title of a component in ResearchManager. If this is the case, then here a link will also be made automatically. The link will only be made if the title in research manager is unique, and only with components that do not have a link yet.
For all components that cannot be linked automatically, a link needs to be made manually. You do this by clicking on the pencil in the column edit, selecting a component, and then turning on the checking field before the line.
Step 5: Testing import or immediately starting import
Finally, you see two buttons: ‘Test import’ and ‘Start import’. We recommend you to first test your import. If there are any mistakes in them – for example, if you tried to import a column with text to a numerical component – then they will be found when testing.
Attention: It is not always possible for us to detect mistakes. If you try to import the value ‘inclusion date’ to the field ‘date of birth’, and no minimum or maximum values are set up, research manager will not be able to recognize that it was not intended.
When no mistakes are found you can click on ‘Start import’. Then the real import starts. Only at this moment the data will be added to the application.
Step 6: Overview of all exports made
When a (test) import is finished you will see this in the table at the bottom of the page. This states that the information is partly or completely imported. Click on an import to see more details. For partly imported files you can find the details of mistakes that were found here.