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?
| Method | Time (50 fields) | Technical Skill | Validation 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.
| Your File | Extension | Common Source |
|---|---|---|
| Word document | .docx | Microsoft Word, Google Docs (downloaded) |
| Published instruments, paper CRFs, Word exports | ||
| Excel spreadsheet | .xlsx | Codebooks, survey specs in tabular form |
| CSV file | .csv | Existing partial data dictionaries, structured lists |
| Plain text | .txt | Simple questionnaire text |
| XML file | .xml | LimeSurvey, SurveyMonkey exports |
| Qualtrics survey | .qsf | Migrating 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 NowHow 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
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1Upload your document to Pirai AI Go to platform.piraiai.com and upload your file. Accepted: .docx .pdf .xlsx .csv .txt .xml .qsf. Or paste your survey text directly.
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2Select REDCap and download the Data Dictionary CSV Choose REDCap as the output platform. Download the generated .csv file. All required Data Dictionary columns are populated: Variable / Field Name, Form Name, Field Type, Field Label, Choices, and more.
Phase 2: Create the REDCap Project and Upload
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3Log in to REDCap and create a new empty project Click New Project from the top menu. Enter a Project Title, select the Purpose from the dropdown, ensure Empty project (blank slate) is selected under Project Creation Option, and click Create Project.
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4Go to Project Setup and open the Data Dictionary tab On the Project Setup tab, under Design your data collection instruments, click the Data Dictionary button. Confirm the correct format for date and datetime validation values is selected from the dropdown.
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5Upload your CSV and review the summary Click Choose File, select your Pirai AI .csv, and click Upload File. REDCap validates the file and displays a summary of all fields to be created. If no errors appear, click Commit Changes.
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6Review your instruments in the Online Designer A Changes Made Successfully confirmation appears. Go to the Online Designer to review all instruments and fields. Check field types, choice labels, and instrument organisation. Make any adjustments before collecting data.
REDCap Field Types Pirai AI Generates
| Source Question Type | REDCap Field Type | Notes |
|---|---|---|
| Single-line / short answer | text | Supports validation: date, number, email, phone |
| Long answer / paragraph | notes | Free text, no character limit |
| Multiple choice (single answer) | radio | Choices coded with pipe-separated values |
| Multiple choice (multi-select) | checkbox | Each option becomes a separate checkbox field |
| Dropdown / select list | dropdown | Same coding format as radio |
| Calculated / derived field | calc | Formula 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 Size | Manual Online Designer | ChatGPT + Validation | Pirai AI |
|---|---|---|---|
| 15 fields | 45-60 minutes | 20-30 minutes | Under 10 minutes |
| 50 fields | 3-5 hours | 45-60 minutes | Under 15 minutes |
| 100+ fields (multi-instrument) | Full day | 2-3 hours + error fixes | Under 15 minutes |
| PDF or Excel input | Requires manual transcription first | Supported but complex prompt | Direct 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.
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.