This page covers Step 2a and 2b below.
You have now created the Excel file to import and decided what unique ID to use to identify your cases. Next steps are 2a. select the file for import and 2b. specify the case type and the Excel column where your case ID is (so that CommCare HQ knows in which column of your Excel file the unique case ID is located).
STEP 2a
In your project, go to Data tab and select Import Cases from Excel.
Select your file and click on >> Next Step. This brings you to a page that looks like this
STEP 2b
On the page above of your project space you will need to complete two actions 1. Specify the Case Type to Update/Create and 2. Identify the Case by Specifying the Case ID you want to use. We're now going to look at each of this action
First you choose the case type that you want to update.
| IF | THEN |
|---|---|
| you're using case_id to update the cases (i.e. you did a case export from CommCareHQ), | choose info.case_id as your Excel column and Corresponding case field as Case ID (see first screenshot below) |
| you're using an existing Unique ID (ex. household number), | choose that column as your Excel column and Corresponding case field as External ID. (see second screenshot below) |
Using Case ID (CommCareHQ Export)
Using existing Unique ID (ex. household number)
Make sure you don't check "Create new cases if there is no matching case". This will ensure you don't accidentally create new cases if your mistype an ID.
Next:
3. Mapping Case Properties and Completing the Import
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