Recovery Case Import

This page explains how to use the Recovery Case Import option.

Overview

You can add/or update Recovery Cases in bulk using the Recovery Case Import options. For more information on Recovery and Cases refer to the following sections:

Refer to the register page for general instructions on importing:

Imports

Considerations

When importing consider the following:

• Name - is required for all geospatial items

• Case ID - if updating specific Case/s

• Applicant Contact ID - required to update an existing applicant associated with a case. This ID needs to match the ID of the applicant and can be exported in bulk via the Reporting function.

You can add related applicant data to your case by adding the applicant fields to your input spreadsheet.

If you don't specify an Applicant Contact ID in your input file, a new applicant will be created for the case.

Import File

A CSV format file is required with the correct field mappings.

Refer to the Import Field Mappings section in the Import Instructions section for the latest import file requirements.

Import Steps

To import the file:

1. Refer to the general instructions in Imports.

2. In the General section select Type: Register Items

3. For Parsing Rule: select Recovery Case Import

4. Under Import File: use the Add file button