How to Convert a Word Document to a REDCap Data Dictionary

REDCap does not have a survey import wizard. You cannot paste questions in or upload a Word document directly. The path into REDCap is through a Data Dictionary CSV — a structured spreadsheet that defines every field, field type, and instrument in your project. Creating that CSV manually is the bottleneck. This guide shows three ways to do it, and which one is fastest.

What Is a REDCap Data Dictionary?

A REDCap Data Dictionary is a CSV file with specific column headers. REDCap reads it to build your project's instruments and fields in one step. Every field you would otherwise add one by one in the Online Designer can instead be defined in the CSV and uploaded at once. The required columns include Variable / Field Name, Form Name, Field Type, Field Label, Choices (for radio, checkbox, and dropdown fields), and validation settings.

Why the Data Dictionary matters for researchers

Most research teams spend hours manually entering survey instruments into REDCap field by field. For a validated questionnaire like the PHQ-9 or a 60-item CRF, this means hours of careful data entry with a high risk of errors. The Data Dictionary upload method eliminates that entirely. Pirai AI generates the CSV from your existing document so you go from Word to REDCap in under 15 minutes.

Three Methods: Which One Is Right for You?

MethodTime (50 fields)Technical SkillValidation Risk
Manual Online Designer 3-5 hours Low Low (visual checks)
ChatGPT / general AI 30-60 minutes Medium (prompt engineering) Medium (output needs manual validation)
Pirai AI (recommended) Under 15 minutes Low (upload and download) Low (purpose-built output validation)

Method 1: Manual Online Designer

REDCap's Online Designer lets you add fields one by one through a point-and-click interface. It requires no technical knowledge and gives you full visual control over every field. For small instruments under 15 fields it is reasonable. For anything larger, it becomes the most time-consuming path.

When to use it: You have a small instrument under 15 fields, or you are making targeted edits to an existing project after a Data Dictionary upload. For full survey conversion, Method 3 is significantly faster.

Method 2: ChatGPT or General AI

Researchers have had success using ChatGPT to generate REDCap Data Dictionary CSVs by pasting a blank template and their survey document into a prompt. The approach works but has real limitations.

What the ChatGPT method requires

You need to provide ChatGPT with the blank Data Dictionary template, your survey document, and a detailed prompt explaining REDCap's column structure. The output then needs manual validation: field names must be lowercase with no spaces and under 26 characters, choice coding must use pipe-separated values in the correct format (e.g. 1, Strongly Agree | 2, Agree), and branching logic uses REDCap-specific syntax. Any errors will cause the upload to fail or produce incorrect fields.

When to use it: You are comfortable with prompt engineering and REDCap's Data Dictionary format, and you are prepared to validate the output manually. For researchers who just need the CSV to work on the first upload, Method 3 is more reliable.

Method 3: Pirai AI, Purpose-Built, Any File Type

Pirai AI is built specifically for survey format conversion. It knows REDCap's Data Dictionary column structure, field name rules, choice coding format, and field type mapping. You upload your document and receive a validated .csv ready to upload directly into REDCap. No prompt engineering. No manual validation.

Recommended for any file type and any survey length
Your FileExtensionCommon Source
Word document.docxMicrosoft Word, Google Docs (downloaded)
PDF.pdfPublished instruments, paper CRFs, Word exports
Excel spreadsheet.xlsxCodebooks, survey specs in tabular form
CSV file.csvExisting partial data dictionaries, structured lists
Plain text.txtSimple questionnaire text
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.

Convert your survey document to a REDCap Data Dictionary CSV. Free for researchers.

Convert Now

How to Convert with Pirai AI: Step by Step

The process has two phases: generate the Data Dictionary CSV, then upload it to a new REDCap project.

Phase 1: Generate the Data Dictionary

Phase 2: Create the REDCap Project and Upload

REDCap Field Types Pirai AI Generates

Source Question TypeREDCap Field TypeNotes
Single-line / short answertextSupports validation: date, number, email, phone
Long answer / paragraphnotesFree text, no character limit
Multiple choice (single answer)radioChoices coded with pipe-separated values
Multiple choice (multi-select)checkboxEach option becomes a separate checkbox field
Dropdown / select listdropdownSame coding format as radio
Calculated / derived fieldcalcFormula included where detectable

After upload: Use the Online Designer to adjust any field type, rename variables, reorder fields within instruments, or add branching logic. The Data Dictionary upload gives you the structure instantly. The Online Designer is where you fine-tune it.

Time Comparison: Three Methods

Instrument SizeManual Online DesignerChatGPT + ValidationPirai AI
15 fields45-60 minutes20-30 minutesUnder 10 minutes
50 fields3-5 hours45-60 minutesUnder 15 minutes
100+ fields (multi-instrument)Full day2-3 hours + error fixesUnder 15 minutes
PDF or Excel inputRequires manual transcription firstSupported but complex promptDirect upload, same time
All File Types and Conversion Details

Every input format Pirai AI converts to REDCap Data Dictionary CSV.

.docx (Word)
Microsoft Word survey documents. Pirai AI extracts all questions, answer choices, and field structure and generates a REDCap Data Dictionary CSV with all required columns populated.
.doc (Legacy Word)
Older Word format. Pirai AI extracts content and generates a REDCap-compatible Data Dictionary CSV.
.pdf (PDF)
Published instruments, paper CRFs, and native PDFs. Pirai AI extracts questions and generates a REDCap Data Dictionary CSV. Particularly useful for digitising established questionnaires.
.xlsx (Excel)
Survey specs, codebooks, and tabular question data. Pirai AI reads the structure and generates a REDCap Data Dictionary CSV with correct column mapping.
.csv (CSV)
Existing partial data dictionaries or structured question lists. Pirai AI reformats into a complete REDCap Data Dictionary CSV.
.txt (Plain text)
Plain text survey files. Pirai AI maps 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 maps Qualtrics question types to REDCap field types and generates a complete Data Dictionary CSV.
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. All fields are extracted and the Data Dictionary CSV generated from the scanned content.
Also useful for:

This guide covers how to: convert a Word document to a REDCap Data Dictionary, import a Word document into REDCap, create a REDCap data dictionary from a Word document, convert a PDF to REDCap, convert a paper CRF to REDCap, generate a REDCap data dictionary CSV from a survey, convert a survey instrument to REDCap, create REDCap instruments from a Word document, use ChatGPT to create a REDCap data dictionary, build a REDCap project from a Word document, convert a questionnaire to REDCap, convert a PDF questionnaire to REDCap, migrate Qualtrics to REDCap, convert a Qualtrics survey to REDCap data dictionary, migrate SurveyMonkey to REDCap, convert Excel to REDCap data dictionary, upload a data dictionary to REDCap, commit changes in REDCap data dictionary, use the REDCap Online Designer after data dictionary upload, redcap data dictionary generator free, convert any document format to REDCap Data Dictionary CSV, and digitize a paper questionnaire into REDCap.

Get Started

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

For the full technical import guide, see How to Convert Word, PDF, Excel to REDCap. For the full platform import reference, see the Pirai AI Platform Import Guide.