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Importing the organization information – Turning Technologies Triton Web User Manual

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Triton Data Collection System

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IMPORTING THE ORGANIZATION INFORMATION

Import templates assist in the creation of Sites, Staff, Participants, Programs and Participant Lists.

How to import the Organization information...

1

Click Organization from the navigation bar and select the Import tab on the right side of the screen.

2

Click the Template tab on the left side of the window and download the template file.

The template file opens in CSV format in Microsoft Excel. For more information on the template files, see

Appendix

: Import Templates

.

3

Enter the information into the template.

4

Save

the file in CSV format.

When saving the file, a dialogue box like the one pictured below may appear.

Click Yes to save the file as a CSV.

5

Select the type of information being uploaded from the Type drop-down menu.

6

Click Browse.

7

Select the upload file and click Open.

TIP

We recommend using the Import templates if a large amount of data needs
to be populated in TritonDCS.

IMPORTANT

The import files have the following limits:
Site - 5,000 rows
Staff - 10,000 rows
Participant - 30,000 rows
Program - 10,000 rows
Participant List - 30,000 rows

WARNING

Triton Web only accepts the upload templates in the CSV format. The
template file should not be saved as a Microsoft Excel (XLS or XLSX) file.