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source/pull_data_kobotoolbox.md

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@@ -18,7 +18,7 @@ This article covers the following steps for pulling data from an external CSV:
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To use `pulldata()`, first prepare an external CSV file containing the reference data you want to retrieve. Each row should represent a unique record (for example, a participant, location, or item) and the file should include at least two columns. One column must contain the **index variable** that matches the values entered in your form.
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The index variable acts as the [primary key](https://en.wikipedia.org/wiki/Primary_key) that links your XLSForm to the external CSV. It should be a unique identifier that exists in both files, such as a participant ID, a district name, or another matching code.
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The **index variable** acts as the [primary key](https://en.wikipedia.org/wiki/Primary_key) that links your XLSForm to the external CSV. It should be a unique identifier that exists in both files, such as a participant ID, a district name, or another matching code.
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The remaining columns can include any additional details you want to retrieve, such as names, categories, or descriptions. Ensure the CSV file is clean, consistently formatted, and saved with the `.csv` extension.
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1. Ensure your XLSForm includes a question that serves as the **index variable**.
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2. Add a `calculate` field to your survey. Give the field a `name`.
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3. In the `calculation` column, use the **pulldata()** function to specify which field in the CSV to pull from. Use the following syntax: `pulldata(csv’,‘pull_from’, ‘csv_index’, ‘${survey_index})`.
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3. In the `calculation` column, use the **pulldata()** function to specify which field in the CSV to pull from. Use the following syntax: `pulldata('csv','pull_from', 'csv_index', '${survey_index}')`.
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- `csv` is the name of the CSV file, without the extension.
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- `pull_from` refers to the column in your CSV file that contains the data you want to import into your form.
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- `csv_index` is the column in your CSV file that contains the **index variable.**
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<details>
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<summary><strong>Pulling dates from external CSV files</strong></summary>
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If you are storing dates in an external CSV file and want to pull them into a form, ensure they are in the format YYYY-MM-DD. If you are editing your CSV in Excel, add a single quote (') in front of the date to avoid automatic date formatting in Excel.
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If you are storing dates in an external CSV file and want to pull them into a form, ensure they are in the format YYYY-MM-DD. If you are editing your CSV in Excel, add a single quote <code>'</code> in front of the date to avoid automatic date formatting in Excel.
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</details>
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<br>

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