Recovery Contact and Related Case Import

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

Overview

You can add/or update Persons (Recovery Contacts) and in bulk using the Recovery Contact and Related Case Import option. This is intended for use with Cases. For Relief Registrations please use the Relief Registrations Import instead.

Refer to the register page for general instructions on importing:

Imports

Considerations

When importing this data, the import system will perform a check on the address that the affected person has provided. If a recovery case does not exist with this address, a new recovery Case will be created. The contact will then be created as the case's applicant. If the case does already exist (and therefore already has an applicant), the contact will be created and linked to this case as a related affected person.

This means that if more than one contact in the import file have the same address, a recovery case will be created and the first contact will be created and linked as the applicant. Subsequent contacts with the same address will also be created and then linked as related affected people into the same case.

When importing consider the following:

• Contact Type - defaults to Individual if not set. If you want to import Organisations you will need to change this

• Address - is used to match to existing Person/s or Related Cases

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 Contact and Related Case Import

4. Under Import File: use the Add file button