Creating New Cases - 1. Setup Excel File

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To import new cases from Excel, first you need to setup your Excel file. 

• Create a column for each piece of case data that you want to import (ex. name, village, house, etc.)

• Each row is one new case that you're importing

• Setup the unique IDs for your cases

  • If you have an unique ID that you'd like to use from another system (ex. a unique household number), add that as a column as well.  

  • If you don't have a unique ID from another system, add a column titled "case_id" to your document.  This column should contain no information.  

  • Provide the username (or name of the group if your application uses case sharing) in another column called owner_name. 

  • The format for dates should look like: YYYY-MM-DD. You can find this format for dates by going to Format Cells and choosing the Locale English (United Kingdom).

 Two example tables are shown below (one with or without a unique ID).  

Existing Unique ID (household number)

No Existing Unique ID:

*it is best practice to include an empty "case_id" column as the FIRST column in your spreadsheet.