How to Integrate RedCAP with Trialfacts

Trialfacts has developed a streamlined integration process with the REDCap system, enabling the automated upload of referral information to your REDCap database.


This integration saves your team valuable time that would otherwise be spent manually uploading or typing information about each individual referral. Information uploaded includes the referral's contact details and their answers to the prescreening questionnaire (administered by Trialfacts prior to identifying said individuals as eligible candidates). In case there are differences in the prescreen questions of Trialfacts and your own REDCap survey, only the matching questions or fields will be passed on to your REDCap database. For example, if in the prescreen questions of Trialfacts there is an option to add “Unsure”, this should also be a field on your REDCap database.


To ensure privacy and data security, our REDCap integration is a one-way data share process - any information collected by your team will not be sent back to the Trialfacts database.


To complete the setup process, we require the following information:

  • A data dictionary of your database
  • A REDCap account with access to the study project (you may create this for Trialfacts, alternatively our team can create it with your permission). The REDCap account must have access to the API section of your REDCap account. We will use this to retrieve the API key and API URL for your project.
    • Alternatively, your team can provide us with the API key and API URL instead of inviting Trialfacts as a user.

  • Retrieving the API URL and API token:

Once we have all the necessary details, our team will begin coding on our end to automatically reflect the participants who pass the prescreening questionnaire in your REDCap database.

Coding is done in the backend, meaning you may not see any visible changes or materials related to the REDCap integration before going live. We will conduct thorough testing to ensure the integration is functioning correctly before launching.


*Please be aware that if there are any changes to the prescreening questionnaire after going live, we will need to update the integration code on our end. Additionally, if any new questions are added that were not included in the initial data dictionary provided to us, we may need an updated data dictionary.

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