Upload a List of Participants
There are many ways to create participant records in Way to Health. This how-to guide will explain how to upload a list of participants from a CSV file.
Enable "Upload of Participants" feature
Upload a List of Participants | Upload a list of participants
Column Headers for participant fields are:
First Name
Last Name
Email Address
Username
External ID
Cell Phone
Home Phone
Work Phone
Date of Birth (format YYYY-MM-DD)
Street Address
Street Address 2
City
State Region (ex: PA, NJ)
Postal Code
Time Zone (ex: -5.0, -6.0)
Social Security Number (format XXX-XX-XXXX)
Clincard Number
MRN
You can also add/update variable values. Simply add a column with the variable name as the header. The column header and values are not case sensitive. For example, for the list variable “location” with the options PAH, PPMC and HUP, W2H will accept an input of “Location” or “LOCATION” as well as “HUP” or “hup”.
Instructions
Enable “Upload of Participants” feature
Navigate to Manage Study > Settings.
Click the “Advanced” button. (This button is only available to Project Manager role).
Select “Participant Upload” from the side navigation.
Check “Enabled” and select the unique identifier from the dropdown. This is the field that must be present in your upload to determine whether to create or update a participant’s record in Way to Health.
Note: email address and username must be unique for users across the W2H platform independent of the participant upload unique identifier. Accordingly, if you try to upload a participant with an email address that already belongs to an active W2H participant or personnel, it will fail, even if the unique identifier set for participant upload is not email address.
Click “Save”.
NOTE: You will need to configure the required participant profile fields under “Manage Participants” and ALSO “Enrollment” to match the fields and unique ide