Creating New Cases - 2. Select File to Import
- Former user (Deleted)
- Gillian Javetski
- Danny Roberts
In your project, go to Data tab and select Import Cases from Excel.
Select your file and click on >> Next Step.
On the next page, first choose your case type. If your desired case type is not listed, please create an application that contains that case type first (https://dimagi.atlassian.net/wiki/x/ry7Kfw ).
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 |
|---|---|
you're using case_id to update the cases (i.e. you did a case export from CommCareHQ), | choose caseid as your Excel column and 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 Corresponding case field as External ID. (see second screenshot below) |
Existing Unique ID:
No Unique ID:
Make sure you check "Create New Cases if there is no matching case"
Next: