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