Page Comparison

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

• Map one of the columns to the case property called name,  This will ensure that each case has a name. 

• Map the owner_name column to the case property called owner_name. This will assign each case to a user, case-sharing group or location. You will need to check the box for "Create new property". If you are using a location for owner_name, then also go through the page on Assigning Cases to Locations When Using the Excel Importer https://dimagi.atlassian.net/wiki/x/ryXKfw.