Use Vault Loader to Load or Extract a CSV

Last updated: Dec 15, 2025
Who can complete this task? Vault Admin

Vault Loader: Load

To use Vault Loader to load a CSV of data into a Vault:

  1. Navigate to the Vault-specific Admin tab in the desired Vault, e.g. Clinical Admin, and select the Loader tab.
  2. Click Choose and select your CSV file.
  3. Select an Entity Type and Action Type.
  4. Click Start Load. Screenshot steps 1-4

Vault Loader: Extract

To use Vault Loader to extract a set of data into a CSV:

  1. Navigate to the Vault-specific Admin tab in the desired Vault, e.g. Clinical Admin, select the Loader tab, then click Extract from the left Vault Loader menu. Screenshot step 1
  2. Select an Entity Type, e.g. Study Personnel for a list of study personnel in the Vault.
  3. Click Extract. Screenshot steps 2-3