How do I import a lead into Foundation?

• Navigate to the desired study in Foundation
• Use the “Select Site” dropdown menu
  • Select your desired site or the option other than “All Sites”

• Select “Import Participant”
• Click on “download import template”
• Import that template into a Excel or Google Sheets document
  • Enter in the information for each participant
  • Save the document as a “.csv” file once finished

• Navigate back to Foundation 
• Select “Import Participant”
  • Select “Choose File”
  • Select the updated “.csv” file
  • Click “Add”
• Your leads will be imported into Foundation and be highlighted in blue