Import items from another NVivo project


You can import content or structure from another NVivo project into your open project.

If you want to import from a project created in an earlier version of NVivo, you must first convert the project to the current version. Refer to Open a project created in an earlier version for more information.

What do you want to do?


 


Import an entire project into my open project

CAUTION If you are working in a standalone project (saved to your computer or a network drive), it is a good idea to make a backup copy of the project before importing. Refer to Save and copy projects for more information. If you are working in a server project, you must open the project exclusively before you import—this ensures that you can 'undo' the import if you are not satisfied with the results.

To import an entire project:

  1. Open the project that you want to import into. Server projects must be opened exclusively.

  1. On the External Data tab, in the Import group, click Project.

rn_externaldata_import_project.gif

The Import Project dialog box opens.

  1. Click the Browse button and select the project you want to import.  

  1. Do one of the following:

  1. Click Open.

  1. Under Select the project items to import, select All (including content).

  2. Under For duplicate items, choose whether you want to merge the duplicates or create new project items. Refer to How duplicate project items are handled during import for more information.

  1. Click Import.

The import may take a few minutes—you can monitor the progress of your import in the Status bar at the bottom of the NVivo window.

When the import has finished, the Import Project Report is displayed.  

  1. (Optional) Print the report for your records—you cannot access this report once it is closed.

NOTE  

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Import selected content into my open project

When you import selected content, you can specify the project elements that you want to import—for example, you could choose to import only sources, nodes, or coding.

If you are collaborating in a standalone project, you can import selected content to merge work done by another user in a copy of your project.

CAUTION: If you are working in a standalone project (saved to your computer or a network drive), it is a good idea to make a backup copy of the project before importing. Refer to Save and copy projects for more information.  If you are working in a server project, you must open the project exclusively before you import—this ensures that you can 'undo' the import if you are not satisfied with the results.

To import project content:

  1. Open the project that you want to import into. Server projects must be opened exclusively.

  1. On the External Data tab, in the Import group, click Project.

rn_externaldata_import_project.gif

The Import Project dialog box opens.

  1. Click the Browse button and select the project you want to import.  

  1. Do one of the following:

  1. Click Open.

  1. Under Select the project items to import, select Selected (including content) and click the Options button to make your selection—refer to Import options (including content) for more information.

  2. Under For duplicate items, choose whether you want to merge the duplicates or create new project items. Refer to How duplicate project items are handled during import for more information.

  1. Click Import.

The import may take a few minutes—you can monitor the progress of your import in the Status bar at the bottom of the NVivo window.

When the import has finished, the Import Project Report is displayed.  

  1. (Optional) Print the report for your records—you cannot access this report once it is closed.

NOTE  

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Import selected structure into my open project

When you import selected structure, you can specify the structural elements that you want to import—for example, you could choose to import only the node structures or only node classifications, attributes and attribute values.

CAUTION: If you are working in a standalone project (saved to your computer or a network drive), it is a good idea to make a backup copy of the project before importing. Refer to Save and copy projects for more information. If you are working in a server project, you must open the project exclusively before you import—this ensures that you can 'undo' the import if you are not satisfied with the results.

To import project structure:

  1. Open the project that you want to import into. Server projects must be opened exclusively.

  1. On the External Data tab, in the Import group, click Project.

rn_externaldata_import_project.gif

The Import Project dialog box opens.

  1. Click the Browse button and select the project you want to import.  

  1. Do one of the following:

  1. Click Open.

  1. Under Select the project items to import, select Selected (excluding content) and click the Options button to make your selection—refer to Import options (excluding content) for more information.

  2. Click Import.

The import may take a few minutes—you can monitor the progress of your import in the Status bar at the bottom of the NVivo window.

When the import has finished, the Import Project Report is displayed.  

  1. (Optional) Print the report for your records—you cannot access this report once it is closed.

NOTE  The Connection name box is empty if you have not set up any server connections—click the Add button to create a new server connection using the Connection Properties dialog box.

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