1. Click the Import tab, then click Excel.
2. Locate the file you want to import. Then, click Open.
Note: only compatible document file types will be shown.
3. Click Next once the Survey Import Wizard modal window.
4. Check your data format. Click Next when finished.
Make sure that the Excel file has no merged cells, no error values and no buttons or checkboxes. All the information should be in one sheet and the maximum amount of data that can be imported into a single dataset is 256 fields (columns) and 1,048,576 records (rows).
5. Choose the location you would like the project to store your cases. If you want to change the location, click Change Location and select where you would like it stored.
6. Select the unique ID for each case by clicking the drop-down or chevron button if necessary.
7. Edit the new classification if necessary. Click Next.
8. Identify the open-ended, closed-ended, and what questions you do not want to import by selecting the corresponding radio button for each question. Click Next.
9. Click Finish.
If you have NVivo Plus, NVivo can automatically identify some themes and sentiment in the responses to open-ended questions. You can select Auto code Themes and/or Auto code Sentiment if you would like NVivo to provide preliminary results you can explore further.
10. Click Close once Nvivo finish importing the dataset.
11. The Dataset will appear in the Files section.
