If your project requires a vast amount of participant category codes we recommend importing an Excel file containing the codes

  • The codes must be imported from an Excel file.

  • The codes must be on the first sheet.

  • The codes must be in the first column.

  • The column must not have a column header as this will count as a code.

An example Excel file with the correct formatting:

USE AN EXCEL SHEET AS PARTICIPANT CATEGORY CODES

Step 1:


In the participant category, select "Yes, requires code" and then "Excel file". Click Import codes:

Step 2:


Make sure to carefully read the Excel file validation rules and upload your file:

Step 3:

Upload complete

After uploading an Excel file, you can at any time download it again to view which codes are valid for the participant category.

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