Use pseudonyms first
In your coding software, rename participants to the pseudonyms you will report, before you export. In NVivo, rename participants and cases, since participants come across from NVivo cases.
Export the project
Export the project as a REFI-QDA file ending in .qdpx. In NVivo, choose File, then Export Project on a Mac, or Share, then Export Project, then REFI-QDA Project on Windows. In MAXQDA, choose Save Project As on the Home tab, with the file type REFI-QDA Project. In ATLAS.ti, choose Project, then Export, then REFI-QDA Project on Windows, or File, then Export, then QDPX Project Bundle on a Mac. Save the file where you keep your study's data.
Import the file
On the viewer's Start a project screen, choose Import from your coding software, then the tab for your program, and select the exported file. The viewer reads it in your browser and writes the template files from it, with a short import report.
Tip: Your project in your coding software is not changed by the import.
Read the import report
Top level codes become themes and the codes beneath them become codes and sub-codes. Coding on PDFs, images, audio and video is counted in the report and left out, and connections between codes do not come across.
Open or download
Open the viewer straight away, or download the CSV files and carry on in the template. Save your progress before you close the tab.