--- title: People Data Import description: "With bulk data import, Administrators can import people records or update existing records into Casebook using the import spreadsheet in cb Admin.   Note: If you are using Bulk Import to update Person" --- [Skip to content](https://gohub.casebook.net/knowledge/people-data-import#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. 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[Data](https://gohub.casebook.net/knowledge/admin#data) # People Data Import ## Import your historical People records to Casebook --- ### Prerequisites **Please read this article before importing data:** [Using Data Import Templates for Bulk Edits](https://gohub.casebook.net/knowledge/filling-out-data-import-templates) **The maximum limit for each import is 30,000 records across all tabs** - If your import will exceed this limit, please break the import up to support the 30,000 record limit or consider using the Casebook API to import larger or more complex datasets ### Instructions #### People - Column A: **ID** - **To create new records, leave this column blank** and a system ID will be created for each row - Otherwise to update existing records, you will need to match the ID in Casebook to the import sheet - Column B (Required): **First Name** - The person's first name. - Column C (Required): **Last Name** - The person's last name. - Column D: **Middle Name** - The person's middle name. - Column E: **Suffix** - Select the person's suffix from the dropdown menu, if applicable. - Column F: **Social Security Number** - You can either write in the last 4 digits of the person's SSN or you can write in the full 9 digits with dashes (XXX-XX-XXXX). - Last 4 Only Format: 1111 - Complete SSN Format: 123-45-6789 - Column G: **Date of Birth** - The person's birth date. - Format: MM/DD/YYYY - Example: 10/15/1998 - Column H: **Place of Birth** - The person's place of birth. - Column I: **Medicaid Rid Number** - The person's Medicaid number. - Column J: **Medicaid Effective Date** - The effective date of the person's Medicaid coverage. - Format: MM/DD/YYYY - Example: 03/27/2021 - Column K: **Citizenship Verified** - Select from the dropdown menu whether or not a person's citizenship has been verified. - Column L: **Citizenship Verification Source** - Select from the dropdown menu the type of citizenship verification source. - For example, if a person's citizenship verification source is their US passport, you would choose US passport. - Column M: **Citizenship Status** - Select the person's citizenship status from the dropdown menu. - Column N: **Highest Education Grade** - Select from the dropdown menu the person's highest education grade. - For example, if the person's highest grade completed is a 2-year associate's degree, you would select Associates Degree from the dropdown menu. - Column O: **Primary Language** - Select the person's primary language from the dropdown menu. - Column P: **Sex**  - Select the person's sex from the dropdown menu. - Column Q: **Hispanic or Latino** - Select an answer from the dropdown menu. - Column R: **Marital Status** - Select an answer from the dropdown menu. - Column S: **Poverty Level**  - Select an answer from the dropdown menu. - Column T: **Veteran Status** - Select an answer from the dropdown menu. - Column V (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown - **There might be additional columns in your spreadsheet - these are your Dynamic Fields.** #### Tribes - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab. - Column C: **Tribe** - Select the person's tribe from the dropdown menu. - Column E: **Verified** - Select whether or not their tribal status is verified from the dropdown menu. - Column F: **Tribal Verification Source** - If the person's tribal status has been verified, you would select the person's tribal verification source from the dropdown menu in this column. - Column H: **Verification Date** - Write in the date of verification for the person's tribal status here. - Format: MM/DD/YYYY - Column I (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Citizenships - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Country** - Select the person's country of citizenship from the dropdown menu. - Column E: **Verified** - Select whether or not their immigration status is verified from the dropdown menu. - Column F: **Citizenship Verification Source** - Select the person's citizenship verification source from the dropdown menu in this column. - Column H (Required)**: Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Medical Conditions - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Medical Condition** - Select the person's medical condition from the dropdown menu. - Column E: **Started On** - Write the date the person's medical condition started on. - Format: MM/DD/YYYY - Column F: **Ended On** - Write the date the person's medical condition ended, if applicable. - Format: MM/DD/YYYY - Column G: **Note** - If you need to write a note about the person's medical condition, you can do so here. - Column H (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Prescriptions - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Name** - The name of the prescription. - Column D: **Dosage** - The dosage of the prescription. - Column E: **Medical Condition** - Select the name of the person's medical condition from the dropdown menu. - Column G (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Healthcare Providers - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Name** - Write the name of the person's healthcare provider. - Column D: **Phone Number** - Write the phone number of the healthcare provider. - Format: (XXX) XXX-XXXX - Example: (555) 888-8888 - Column E: **Healthcare Provider Type** - Select the type of healthcare provider from the dropdown menu. - Column G (Required)**: Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Allergies - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Substance** - Write in the name of the substance that the person is allergic to. - Column D: **Started On** - Write in the date that the allergy started on. - Format: MM/DD/YYYY - Column E: **Ended On** - Write in the date that the allergy ended, if applicable. - Format: MM/DD/YYYY - Column F (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Education - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Started On** - Write in the date that the person started at the school. - Format: MM/DD/YYYY - Column D: **Ended On** - Write in the date that the person ended at the school, if applicable. - Format: MM/DD/YYYY - Column E: **School Name** - Write in the name of the school. - Column F: **School Phone** - Write in the school's phone number. - Format: (XXX) XXX-XXXX - Example: (555) 888-8888 - Column G: **School District** - Choose the school district from the dropdown menu. - Column I (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Income - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Amount** - Write in the person's income here. Please, use numbers only. - Format: 150.88 or 150 - **Note:** If you add a dollar sign before the amount, only the amount will be displayed on the person record. - Column D: **Started On** - Write in the date that the income started. - Format: MM/DD/YYYY - Column E: **Ended On** - Write in the date that the income ended, if applicable. - Format: MM/DD/YYYY - Column F: **Income Type** - Select the type of income from the dropdown menu. - For example, if the person is receiving this income through unemployment, then you'd select Unemployment. - Column H: **Income Frequency** - Select the frequency that the person receives this income from the dropdown menu. - Column J: **Income Verification Source** - Select the source of income verification from the dropdown menu. - For example, if the person verified their income with pay stubs, you would select pay stub. - Column L (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Emails - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C (Required): **Email** - Write in the person's email address. - Column D: **Email Type** - Choose the email type from the dropdown menu. - Column F (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Phones - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C (Required)**: Number** - Write in the person's phone number here. - Format: (XXX) XXX-XXXX - Example: (555) 888-8888 - Column D: **Phone Type** - Select the phone type from the dropdown menu. - Column F: **Contact Time** - Select the person's preferred contact time from the dropdown menu. - Column H (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Locations **Note:** You will also need to fill out the People Locations sheet to link created Locations to People - Column A: **ID** - Leave this blank. - Column B: **Address 1** - The first line in the person's address. - Column C: **Address 2** - The second line in the person's address, if applicable. - Column D: **City** - The name of the person's city for their address. - Column E: **State** - The name or abbreviation of the person's state for their address. - Column F: **Zip Code** - The zip code of the person's address. - Column G: **County** - Select the county for the person's address from the dropdown menu. - Column I: **Notes** - A description of the person's physical address. - Column J: **People Location Type** - Select the location type for the person's address from the dropdown menu. - Column L (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### People Locations **Note:** You will first need to fill out the Locations sheet to create Locations - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person ID from column A of the People tab here. - Column C: **Location ID** - Copy and paste the location ID from column A of the Locations tab here. - Column D (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Ethnicities - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Ethnicity** - Select the person's ethnicity from the dropdown menu. - Column E (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Races - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Race** - Select the person's race from the dropdown menu. - Column E (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Aliases - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **First Name** - The person's first name of their alias. - Column D: **Middle Name** - The person's middle name of their alias. - Column E: **Last Name** - The person's last name of their alias. - Column F: **Suffix** - Select the suffix for the person's alias from the dropdown menu, if applicable. - Column H: **Alias Type** - Select the alias type from the dropdown menu. - Column J (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Employment - Column A: **ID** - Leave this blank. It will automatically be created after you've completed the import. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Position** - Write in the name of the person's occupation/role. - Column D: **Employer Name** - Write in the name of the person's employer. - Column E: **Started On** - Write in the date that the date that the person started at this occupation. - Format: MM/DD/YYYY - Column F: **Ended On** - Write in the date that the person ended at this occupation, if applicable. - Format: MM/DD/YYYY - Column G (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown #### Languages - Column A: **ID** - Leave this blank. - Column B: **Person ID** - Copy and paste the person's ID from column A of the People tab here. - Column C: **Language** - Select the person's language from the dropdown menu. - Column E (Required): **Import Operation** - Use "Create" to create new records, "Update" to update existing records, or "None" if no action is required - Select from dropdown ### Tips **If importing data to multiple sheets, separate your import into multiple steps** - First import data that does not require IDs, then copy the ID from Column A after import success **For a list of existing IDs in Casebook, create and export a custom report in Reporting** containing the relevant ID field, then use these values when filling out the import sheet **For a hassle-free experience, let our team handle the setup!** Contact your Customer Success Manager for assistance with accurately importing your data. - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - 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