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Merge projects or import items from another project

To merge projects, import content or structure from another NVivo project into an open project.

You can import content from projects created in:

  • NVivo (Release 1) for Mac
  • Earlier versions of NVivo for Mac (Version 12, 11 and 10)—importing may take longer because the project is converted as part of the import process.

NOTE  You can't import a project from a newer version of NVivo into an older version. For example, you can't import an NVivo (Release 1) project into an NVivo 12 project.

CAUTION  It is a good idea to make a backup copy of the project before importing. Project save and backup options

Import a project

  1. Open the project that you want to import into.
  2. On the Data tab, in the Import group, click Project.
  3. Locate and select the project you want to import.
  4. Choose how you want to handle duplicate project items.
  5. Click Import.

    The import may take a few minutes. When the import has finished, the Import Project Report is displayed.

  6. (Optional) If you want to keep a copy of this report, save a copy from Preview.

What items are included when I import an NVivo for Mac project?

Imported Not Imported
  • Sources
  • Codes
  • Cases
  • Coding
  • Classifications, attributes and attribute values
  • Folders
  • Result codes and coding matrices
  • Queries
  • Sets
  • Annotations

NOTE  If you import a project that was converted from NVivo 11 for Windows, items that are not supported in NVivo for Mac—for example, framework matrices, PDF region coding, and relationships—are not imported.

Handling duplicates

Project property changes

When you import items from another NVivo project, some project properties may change.

Project Property Comment
Project user profiles

Duplicate project user profiles are not imported:

  • Standalone project user profiles are duplicates when they have the same user name.
  • NVivo Collaboration Server project user profiles are duplicates when they have the same Windows user account.

If you import content created or modified by a user who does not exist in your project, then the project user profile is also imported.

Stop word lists

The stop word lists in your project are retained.

Paragraph styles

Default paragraph styles in your project are not updated when you import content from another project.

Custom paragraph styles may be updated when you import an entire project. If the imported project has unique custom paragraph styles, the unique custom styles are added to your project. If a custom style with the same name exists in both projects, the custom style definition in your project is not updated.

Imported documents retain their original paragraph styling.

Custom audio/video transcript fields Custom transcript fields (columns) that are unique to the imported project are added to your project, until you reach the limit of 10 custom transcript fields.