Filling Out Data Import Templates

Importing people, case, and provider data requires the use of an import template spreadsheet. You can download the template you need in cb Admin in the applicable business app.

There are a few things to keep in mind as you begin to import your data into Casebook: 

  • DO NOT copy and paste values into the spreadsheet. While this process can be quick and easy, it will break our validation rules on the spreadsheet and cause upload errors. 
  • Make sure all your fields and values are configured within cb Admin BEFORE you download the template. In order for these values to populate within the spreadsheet, they need to be configured for each field first. 

Steps to Download the Spreadsheet: 

  1. Navigate to cb Admin > Providers/People/cb Engage > Data. 
  2. Click on 'Download data import spreadsheet' to download the sheet to your computer. 
  3. Fill out the data sheet using the following Knowledge Base articles here: 

Steps to Verifying Your Data: 

  1. After you've completed filling out the sheet, you can upload it to Casebook to verify your data. 
  2. Click on the 'Upload and verify data from spreadsheet' button. 
  3. Select the sheet to upload. 
  4. After you've successfully uploaded the sheet to be verified, another excel sheet will be automatically downloaded to your computer with verification results. 
  5. 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.
    • 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 Uploading the Spreadsheet: 

  1. 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.
  2. Similar to the verification process, a sheet will automatically be downloaded when the import is complete. 
  3. View the document to confirm the import results. 
    • After the Import operation column in each tab, there will be a new 'Import Status' column.
    • 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.