Skip to end of metadata
  • Created by Former user, last modified by Former user on May 11, 2023
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 21 Next »

In order to properly update the cases of a single case type, we recommend that you follow these steps:

Step 1: Setup the import file to update a single case type

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.

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 2a

In your project, go to the Data tab and select Import Cases from Excel.

Select your file and click on >> Next Step. This brings you to a page that looks like this

STEP 2b

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

First, you choose the case type that you want to update.  

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


IFTHEN
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)

Using existing Unique ID (ex. household number)

Make sure you don't check "Create new cases if there is no matching case".  This will ensure you don't accidentally create new cases if you mistype an ID.

Step 3: Map the Case Properties and Complete the Import

You should now be on a page with the following interface


Map Excel Headers to Case Properties

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


  • 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

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.  

Once you've mapped all of your Excel columns, click on the Confirm Import button.

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

Upon starting an import, you will be returned to the landing page, and a new row will appear at the top of Recent Uploads, letting you view the progress of your import. Upon completion of the import, the following information will appear under details (messages only appear if the # isn't 0):

  • # rows matched and updated (corresponds to the number of cases updated for the Excel fields that you matched to case properties in the application)
  • # rows did not match any existing cases and had new cases created for them. If case_id's were used, these were ignored. (if you selected the option to create new cases, this indicates the number of new cases that were created where there were no matching Excel fields/case properties)
  • # rows matched more than one case at the same time (you may have multiple cases in your system with the same case_id, in which case the system will not update anything as it will not know to which case the new data corresponds)

The Form IDs and Case IDs download buttons will download a list of the corresponding ids that were created for that particular upload. These can then be used to bulk update cases or forms.

  • No labels