Generate Siteline import file format template

Siteline upload file format template: This template can be generated from Siteline interface.

For projects that have participants already added on Siteline, skip to step 3.

• Step 1: Ensure the project is configured to accept ' Recruitment entered through the Siteline participant interface'.
• Step 2: Add the first participant (i.e., Consent date - at the least).
• Step 3: Navigate to 'Import/export' tab and click on 'Export recruitment' (screenshot below)
• Siteline will generate an excel spreadsheet with all the relevant information that is in 'Siteline upload file format'. This can be used as a template for subsequent uploads for that project.
• Important: Please ensure that the PID, CPMS ID, Research location ID, Participant Type remains the same for all new entries, when uploading recruitment data back on to Siteline.