Import Activities

To import activities at the study level, follow the steps below.

1. Within the Activities tab of a Study profile, click on the Import button from the top menu bar.

   

2. On the Import Activities modal window, click on the ‘Download Template’ button.

   

3. Within the downloaded template, fill in the necessary information in the Activities tab tab.

   

4. For detailed instructions on the import process, click on the Import Guidance tab.

   

5. Upload the template file in XLSX file format by using the Drag & Drop or manual upload functionality and click on the Next button.

   

6. On the Data Mapping screen, define the data import rules and map spreadsheet field to CTMS system fields.

   1. Choose the level at which the activity should be imported i.e., Study, Study Country and Site.
   2. Enable the Use Unique identifier for Activities toggle switch and add the unique identifiers.
   3. Select either Override or Merge option that define the relationship behavior between spreadsheet and metadata field column.
7. Click on the Import button once the data import rules are defined.

   

Important: To import activities, users must have the Create and Update permissions enabled for Activities from Settings > Access Permissions.