How To: Import and Export Contact Cards

How To: Import and Export Contact Cards

Contact Cards Recap

Each participant card in Ripple has a section to manage relevant contact information, both personal and for others relevant to them. This can include parents, siblings, partners, and others. Multiple contacts can be added to each contact card and each tracks the following:

  • Name

  • Relationship/Title (if contact is not the participant)

  • Contact information (multiple can be added)

  • Street address(es)

In addition, there are these options:

  • If a voicemail message can be left to this individual

  • If this is the preferred contact individual

  • Archiving the contact

  • Deleting the contact

More information on Contact Cards can be found Here.

Importing Contact Cards

To import a participant’s contact card, navigate to the Import section (red) under the Site Admin tab (green).

When importing, first download the study Template and Dictionary (purple). The template is the document to input the information for your contact cards and the Dictionary explains the accepted format for each field. Note: Remember to select the study to which you would like to import (Cornea Study).

Fill in the template with the contact card information, which appears in this format:

Once completed, input your file into the Import tool and (if everything is correctly formatted) you can then import your contact cards:

Adding to existing Contacts with the Import tool

The import tool can be used to add new contact methods to your participant or an existing contact within a participant’s contact section.

Adding a New Contact Method for a Participant

To import new contact methods to existing contacts:

  • Leave the Contact Name section blank

  • Leave the Contact Title section blank

  • Add the new Contact Method or Address to the appropriate column

When there is no Contact Name or Contact Title, these contact methods will be added to the participant.

Adding a New Contact Method for Contacts that are not the Participant

If there is an existing contact person that matches the contact that is being imported, the new contact method will be added as an additional number/email/address to the existing contact person’s contact card. To import new contact methods to existing contacts, the new contact method needs to match the existing contact card in these fields:

  • First Name

  • Last Name

  • Relationship (In the import template, this column is referred to as Contact Title)

  • Contact Method OR Address

If these fields match an existing contact card, the new contact method or address will be added to that contact card. A new duplicate contact card will not be created.

 

Exporting Contact Cards

To export a participant’s contact cards, navigate to the Export section under the Site Admin tab.

To export all contact cards for all of the participants in this study, select the Participant Contacts check box. This will export all participant contact cards for this study.

If your participant is in multiple studies and you would like to export contact cards from all studies, you can export from Global Study Data. This function will export all contact cards associated with the participant marked as “Global”. Marking a contact card as global is done from the study in which the contact card was first created. Your participants' contact cards will export into an excel sheet.

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