Transfer by Schema

User Rights

Creating a New Project might require approval by the system administrator.

  1. Go to the Development/Pilot server and go to the project you want to transfer. Click Other Functionality tab

  2. Click Download metadata only (XML) and save to your computer

  3. On the Production/Trial server click New Project and complete the blank fields. Select Upload a REDCap XML file, navigate to the file you have saved and upload the project.

  4. Click Create Project

Project Transfer

Not everything will transfer. You may have to recreate them manually in the new project.

  • Only instruments that contain fields will move over;
  • Reports do not transfer;
  • Bookmarks will need to be checked;
  • Survey settings do not transfer;