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”
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- 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
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- 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