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Instead of renaming the tab to one of the cases in your project when updating a single case type, use a generic name such as Sheet_1.
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Step 2: Import the file
You have now created the Excel file to import and decided what unique ID to use to identify your cases. The next steps are to select the file for import and to specify the case type and the Excel column where your case ID is (so that CommCare HQ knows in which column of your Excel file the unique case ID is located).
STEP Step 2a: Select the File to upload
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If you see a different page chances are that the name of the case was used to name one of the tabs in the Excel file and Commcare will automatically consider this file as an import that updates multiple case types in a single file, to rectify this rename the tab to a name that does not match any of the cases in the project.
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On the page above of your project space, you will need to complete two actions 1. Specify the Case Type to Update/Create and 2. Identify the Case by Specifying the Case ID you want to use. We're now going to look at each of these action |
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The next step is to tell CommCare HQ in which Excel column the unique ID is and what type of unique ID you're using. Follow the table below
IF | THEN |
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you're using case_id to update the cases (i.e. you did a case export from CommCareHQ), | choose info.case_id as your Excel column and the Corresponding case field as Case ID (see first screenshot below) |
you're using an existing Unique ID (ex. household number), | choose that column as your Excel column and the Corresponding case field as External ID. (see the second screenshot below) |
Using Case ID (CommCareHQ Export)
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The next step is to map the columns in your Excel document to case properties that you want to create: you basically want to tell CommCare HQ what name to give to the new case property or match the Excel column header to an existing case property. Understand in which situation you are following the table below and then complete the steps specified
IF | AND | THEN DO THIS |
You're updating existing cases | your application already has case properties | you can choose these for each Excel column. (Note that the tool will only show case properties that have been submitted. If you have not created a case yet, it will not show any case properties). |
You're updating existing cases | your application doesn't have a case property | you can choose to create a new one for the appropriate Excel column. The Auto Fill button will automatically match your Excel headers to the existing case properties' names. |
You are creating new cases |
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Choose each Excel column you want to import and the case property you want to create or update. If you want to create a new case property, check "Create new property" and type in the name of the case property.
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NOTE: If you're creating a new case property, following the above steps will only create the case property for the cases. It will not automatically create a case property under case management in the form builder.
Check for details in Recent Uploads
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