Click on 'Download data import spreadsheet' to download the sheet to your computer.
Fill out the data sheet in either Microsoft Excel or Google Sheets using the information below.
Steps to Verify Your Data:
After you've completed filling out the sheet, you can upload it to Casebook to verify your data.
Click on the 'Upload and verify data from spreadsheet' button.
Select the sheet to upload.
After you've successfully uploaded the sheet to be verified, another excel sheet will be automatically downloaded to your computer.
View the document to see the results of your data verification.
After the Import operation column in each tab, there will be a new 'Import Status' column.
Note: The Import Status column will always be one of the last two columns in the sheet.
If it was successful, it should say 'Create Success'.
If it’s unsuccessful, the 'Import Error' section will tell you what went wrong. You can make changes to the sheet and upload it again to fix any errors.
Steps to Upload the Spreadsheet:
After completely filling out the sheet and verifying the data, you can now import the spreadsheet to Casebook by clicking on the 'Import data from spreadsheet' button.
Similar to the verification process, a sheet will automatically be downloaded when the import is complete.
View the document to confirm the import results.
After the Import operation column in each tab, there will be a new 'Import Status' column.
Note: The Import Status column will always be one of the last two columns in the sheet.
If it was successful, it should say 'Create Success'.
If it’s unsuccessful, the 'Import Error' section will tell you what went wrong. You can make changes to the sheet and upload it again to fix any errors.
To associate a person record to a case, you'll need to go back to the People Spreadsheet that was previously completed and copy the Unique ID in Column A from the People tab, and paste it in this column.
Column C - Required: Case ID
To associate a case to the person record, you'll need to copy the ID in Column A from the Cases tab, and paste it in this column.
Column D - Required: Case Person Role
Select the person's role in the case from the dropdown menu.
Column F - Required: Started At
Write in the date that the person started to be involved in the case.
Format: MM/DD/YYYY
Column F: Ended At
Write in the date that the person ended their involvement in the case, if applicable.
Format: MM/DD/YYYY
Column H - Required: Import Operation
Select an action from the dropdown menu.
If you are updating existing information, then you'd select Update.
Note: After you've uploaded the sheet to cb Admin, you'll see the results of your import in the column after Import Operation.
Involvements
Column A: Unique ID
Create a Unique ID for each involvement in this sheet.