How to Convert Word, PDF, or Excel into REDCap

REDCap does not have a survey builder import wizard. It populates projects through a Data Dictionary CSV upload — a structured spreadsheet that defines every field, field type, and instrument in the project. Pirai AI generates that CSV automatically from any source document. Upload it to a new REDCap project and all your fields are created instantly.

What Is a REDCap Data Dictionary?

A REDCap Data Dictionary is a CSV file with specific column headers that REDCap reads to build your project's instruments and fields. It defines field names, field types (radio, checkbox, text, notes, dropdown), field labels, answer choices, and validation rules. Rather than building fields one by one in the Online Designer, uploading a Data Dictionary creates the entire project structure in a single step.

What Pirai AI outputs for REDCap

A .csv file in REDCap Data Dictionary format. Every column REDCap requires — Variable / Field Name, Form Name, Field Type, Field Label, Choices — is populated correctly. Upload the file via Project Setup > Data Dictionary > Upload File and click Commit Changes.

File Types Pirai AI Converts for REDCap

Your FileExtensionCommon Source
Word document.docxMicrosoft Word, Google Docs (downloaded)
PDF.pdfNative PDFs, scanned documents, CRFs
Excel spreadsheet.xlsxSurvey specs, codebooks, tabular data
CSV file.csvStructured question lists, existing data dictionaries
Plain text.txtSimple questionnaire text, pasted content
XML file.xmlLimeSurvey, SurveyMonkey exports
Qualtrics survey.qsfMigrating from Qualtrics to REDCap

You can also paste plain survey text directly into the platform without uploading a file.

Ready to convert? Upload your document and get a REDCap Data Dictionary CSV in minutes.

Convert Now

Step 1: Create a New REDCap Project

Permissions required: You must have permission to create projects in REDCap. If you do not have this access, contact your REDCap administrator. If you select Research as the project purpose, all required fields must be completed before proceeding.

Step 2: Upload the Data Dictionary

REDCap Field Types Pirai AI Generates

Source Question TypeREDCap Field TypeSupported
Single-line text / short answertextYes
Long answer / open textnotesYes
Multiple choice (single answer)radioYes
Multiple choice (multi-select)checkboxYes
Dropdown / select listdropdownYes
Calculated fieldcalcYes

Unique to REDCap: field-level structure

Unlike other platforms where questions map directly to survey items, REDCap organises content into instruments and fields. Pirai AI maps your source document questions to the correct REDCap field types, assigns them to instruments, and generates the full Data Dictionary structure — so the uploaded CSV works cleanly on the first commit.

Supported File Types and Conversion Details

A reference index of every file type Pirai AI converts for REDCap Data Dictionary export.

.docx (Word)
Microsoft Word documents. Pirai AI extracts all questions and answer options and generates a REDCap Data Dictionary CSV with correct field types, labels, and choices columns.
.doc (Legacy Word)
Older Word format. Pirai AI extracts all content and generates a REDCap-compatible Data Dictionary CSV.
.pdf (PDF)
Native and scanned PDFs. Pirai AI extracts questions, options, and field structure and generates a REDCap Data Dictionary CSV. Useful for converting paper CRFs and legacy forms.
.xlsx (Excel)
Excel spreadsheets with survey or codebook data. Pirai AI reads the structure and generates a REDCap Data Dictionary CSV with correct column mapping.
.csv (CSV)
CSV files with question data or existing partial data dictionaries. Pirai AI structures the content into a complete REDCap Data Dictionary CSV.
.txt (Plain text)
Plain text survey files. Pirai AI maps the content to REDCap field types and generates a Data Dictionary CSV.
.xml (XML)
XML exports from LimeSurvey, SurveyMonkey, and others. Converted to REDCap Data Dictionary CSV format.
.qsf (Qualtrics)
Qualtrics Survey Format files. Pirai AI converts QSF question types to REDCap field types and generates a full Data Dictionary CSV for migration.
Plain text (pasted)
Survey text pasted directly into Pirai AI. Generates a REDCap Data Dictionary CSV output.
Google Docs
Download as .docx (File > Download > Microsoft Word), upload to Pirai AI, select REDCap.
Paper CRFs
Scan paper case report forms to PDF, upload to Pirai AI, select REDCap. Pirai AI generates a Data Dictionary CSV from the scanned content.
Also useful for:

This guide covers how to: import a Word document into REDCap, convert a PDF to REDCap, upload an Excel questionnaire to REDCap, convert a CSV to REDCap data dictionary, create a REDCap data dictionary from Word, generate a REDCap data dictionary CSV, upload a data dictionary to REDCap, import a survey into REDCap, build a REDCap project from a Word document, convert a CRF to REDCap, convert a paper form to REDCap, migrate Qualtrics to REDCap, convert Qualtrics QSF to REDCap data dictionary, migrate SurveyMonkey to REDCap, import a questionnaire into REDCap without manual entry, convert a survey spec to REDCap format, create REDCap instruments from a document, digitize a paper questionnaire into REDCap, and convert any document format to REDCap Data Dictionary CSV.

Get Started

Upload your document at platform.piraiai.com. Select REDCap, download your Data Dictionary .csv, and upload it to a new REDCap project via Project Setup > Data Dictionary > Upload File > Commit Changes.

For the full import reference across all platforms, see the Pirai AI Platform Import Guide. To compare with other platforms, see How to Convert into Qualtrics or How to Convert into SurveyMonkey.