--- title: Importing Participants description: Importing participant data in bulk helps migrate existing participant information into Ripple. Only Site Administrators and Site Managers have access to the Import tool.       3. Choose Data Type     --- [Skip to content](https://support.enrollnow.io/en/knowledge-base/importing-participants#main-content) [EnrollNow Support Center](https://support.enrollnow.io/helpdesk?hsLang=en) ![Logo + Tagline](https://support.enrollnow.io/hs-fs/hubfs/EnrollNow/Brand%20Assets/Logo%20+%20Tagline.png?width=300&height=75&name=Logo%20+%20Tagline.png) - [Support Center](https://support.enrollnow.io/helpdesk) - [User Community](https://academy.enrollnow.io/) - [Learning Academy](https://academy.enrollnow.io/) - [Knowledge Base](https://support.enrollnow.io/en/knowledge-base) Open main navigation Close main navigation - [Support Center](https://support.enrollnow.io/helpdesk) - [User Community](https://academy.enrollnow.io/) - [Learning Academy](https://academy.enrollnow.io/) - [Knowledge Base](https://support.enrollnow.io/en/knowledge-base) - [EnrollNow Support Center](https://support.enrollnow.io/helpdesk) How can we help you? - There are no suggestions because the search field is empty. 1. [EnrollNow Knowledge Base](https://support.enrollnow.io/en/knowledge-base?hsLang=en) 2. [Import/Export](https://support.enrollnow.io/en/knowledge-base/import-export?hsLang=en) May 26, 2026 # Importing Participants Importing participant data in bulk helps migrate existing participant information into EnrollNow. Only **Site Administrators** and **Site Managers** have access to the Import tool. #### **Best Practices Before Importing:** - Ensure date formats and case-sensitive custom variables match the Data Dictionary. - Run a test import with 1-2 participants before a large import. - Break large imports into batches. - Separate imports for multiple studies. ### **![](https://support.enrollnow.io/hs-fs/hubfs/image-png-May-26-2026-08-46-09-5303-PM.png?width=670&height=300&name=image-png-May-26-2026-08-46-09-5303-PM.png)** ### **Steps to Import Participants:** 1. **Navigate to Site Admin tab.** 2. **Click on the Import tab.**     3. **Choose Data Type** - - Select **Global Data**, **Study-Specific Data**, or **Both** from the dropdown menu. - Choose the type of **Template** and **Data Dictionary.** - Refer to this [article](https://21554971.hs-sites.com/en/knowledge-base/choosing-what-kind-of-data-to-import?hsLang=en) to choose the type of data needed.     4. **Download the Data Dictionary** - - Choose the correct data type and click “Dictionary” to download. - Refer to this [article](https://support.enrollnow.io/en/knowledge-base/data-dictionary-overview?hsLang=en) for an overview on using the Data Dictionary. 5\. **Download & Fill in the Template** - - Click **“Template”** to download the pre-formatted file. - Fill in participant data following the Data Dictionary’s format. - Use **one row per participant** and copy/paste allowable responses from the Data Dictionary. - If needed information is not listed in the **Templates column** or **Data Dictionary**, create **custom variables**, then re-download the template. **TIP:**  Delete unused columns but keep required variables (Firstname, Lastname, GlobalID or Birthday, and ImportType). ImportType is not needed for every row, just the first row with particpant's data.     6. **Select Study or Global Data** - - Use the dropdown to specify what data you are uploading. ![](https://support.enrollnow.io/hs-fs/hubfs/image-png-May-26-2026-08-34-36-6352-PM.png?width=333&height=366&name=image-png-May-26-2026-08-34-36-6352-PM.png)     7. **Set the Time Zone** - - Choose the coordinating site’s time zone if working with a remote team. - Time zone choice may affect date and time variables and events for study-specific uploads. ![](https://support.enrollnow.io/hs-fs/hubfs/Knowledge%20Base%20Import/support.ripplescience.comhcarticle_attachments4743479479949.png?width=492&height=328&name=support.ripplescience.comhcarticle_attachments4743479479949.png)     8. **Choose How to Handle Existing Participants** - - **Update All Information**: Creates new participants & updates existing ones. - **Do Not Update Contact Information**: Creates new participants and updates existing participants for all fields except participant contact details. - **Do Not Update Existing Participants**: Only adds new participants and their information. ![](https://support.enrollnow.io/hubfs/Knowledge%20Base%20Import/support.ripplescience.comhcarticle_attachments4743501693581.png)     9. **Upload the Template File** - - Click **“Choose File”** and select the **.xlsx file** for import. ![](https://support.enrollnow.io/hubfs/Knowledge%20Base%20Import/support.ripplescience.comhcarticle_attachments4743641015437.png)     10. **Validate Data & Fix Errors** - - EnrollNow will run checks; if errors (incorrect formatting or invalid responses) occur, correct them in the template and re-upload     11. **Import Data** - - If no errors, the **Import button** will be activated. Click it to upload data. - **Note:** Large imports may take time but will continue running in the background.      **12.  Final Check:**   After import, verify participants in the **Registry**. **WARNING:** The import process may take a few minutes after clicking "Import." It will continue running in the background, even if you close EnrollNow. 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