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      Cases Data Import

      Our data import feature simplifies your transition to Casebook. For a hassle-free experience, let our team handle the setup! Contact your Customer Success Manager for assistance with accurately importing your data.

      Please read this article before importing data. 

      We recommend the spreadsheets be used for small, clean datasets, such as 200 or fewer people or providers. Larger or more complex data sets are better suited to using an API import approach.

      Note: If you are using Bulk Import to update Case Records, you will need to match the Case ID and Case Name in Casebook to the Import Sheet. To do this, pull a report in cb Reporting that contains the case_id and case_name fields and use these values when filling out the import sheet. 

      **The maximum limit for each import is 1,000 records. If your import will exceed this limit, please break the import up to support the 1,000 record limit.

      Explanation of Each Tab in Order

      Cases

      • Column A: Unique ID
      • Column B - Required: Name
        • The name of the case. 
      • Column C - Required: Case Type
        • Select the type of case from the dropdown menu. 
      • Column E - Required: Case Status
        • Select the case status from the dropdown menu. 
      • Column G: County
        • Select the case's county from the dropdown menu. 
        • Column I: Legacy ID
          • The case's legacy ID, if applicable. 
        • Column J - Required: Goals
          • Write in the goals of the case. 
        • Column K - 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. 

          Case_People

          • Column A: Unique ID
          • Column B - Required: Person ID
            • 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
          • Column B - Required: Case person ID
            • To associate an involvement to a person in the case, you'll need to copy and paste the ID from Column A in the Case People tab, and paste it here. 
          • Column C - Required: Involvement Type
            • Select the involvement type from the dropdown menu. 
            • Column E - Required: Started At
              • The date when the involvement began. 
              • Format: MM/DD/YYYY
            • Column F: Ended At
              • The date the involvement ends, if applicable. 
              • Format: MM/DD/YYYY
            • Column G - 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. 

            Goals

            • Column A: Unique ID
              • Leave this blank. It will automatically be generated after the import is complete. 
            • Column B - Required: Involvement ID
              • To associate the goal with the correct involvement, you'll need to copy the ID from Column A of the involvements tab and paste it here. 
            • Column C - Required: Description
              • The description of the goal. 
            • Column D: Outcome
              • The description of the outcome. 
            • Column E: Completed
              • Select whether or not the goal has been completed from the dropdown menu. 
            • Column F: Completed At
              • Write in the date that the goal was completed. 
              • Format: MM/DD/YYYY 
            • Column G - 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.