Import Sites

step-by-step guide for importing sites in the eTMF module:

  1. On the Sites screen, click the Import button from the top menu bar.

  2. On the Sites Import dialog, click on the See the sample worksheet template to download a template and enter the necessary details.

  3. Click Select to upload a metadata file in .xlsx format. Ensure that the spreadsheet contains two worksheets.

    • The first worksheet should list investigative site details.

    • The second worksheet should list contacts.

  4. After selecting the file, click Next to proceed with the import process.