This page covers Step 3 below

This page covers case properties mapping for two different scenarios 1. Creating Cases with Excel Importer and 2. Updating Cases with Excel Importer

You should now be on a page with the following interface

Map Excel Headers to Case Properties

The next step is to map the columns in your Excel document to case properties that you want to create: you basically want to tell CommCare HQ what name to give to the new case property or match the Excel column header to an existing case property. Understand in which situation you are following the table below and then complete the steps specified

IFANDTHEN DO THIS
You're updating existing casesyour application already has case propertiesyou can choose these for each Excel column. (Note that the tool will only show case properties that have been submitted. If you have not created a case yet, it will not show any case properties).
You're updating existing casesyour application doesn't have a case propertyyou can choose to create a new one for the appropriate Excel column. The Auto Fill button will automatically match your excel headers to the existing case properties name.
You are creating new cases, 
  • Map one of the columns to the case property called name,  This will ensure that each case has a name. 
  • Map the owner_name column to the case property called owner_name.  This will assign each case to a user or case sharing group. You will need to check the box for "Create a new property instead"

Choose each Excel column you want to import and the case property you want to create or update.  If you want to create a new case property, check "Create a new property instead" and type in the name of the case property.  

Once you've mapped all of your Excel columns, click on the Confirm Import button.

NOTE: If you're creating a new case property. following the above steps will only create the case property for the cases. It will not automatically create a case property under case management in the form builder.

Check for details in Recent Uploads

Upon starting an import, you will be be returned to the landing page and a new row will appear at the top of Recent Uploads, letting you view the progress of your import. Upon completion of the import, the following information will appear under details (messages only appear if the # isn't 0):

  • # rows matched and updated (corresponds to the number of cases updated for the Excel fields that you matched to case properties in the application)
  • # rows did not match any existing cases and had new cases created for them. If case_id's were used, these were ignored. (if you selected the option to create new cases, this indicates the number of new cases that were created where there were no matching Excel fields/case properties)
  • # rows matched more than one case at the same time (you may have multiple cases in your system with the same case_id, in which case the system will not update anything as it will not know to which case the new data corresponds)

 

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2 Comments

  1. Anonymous

    I could not find owner_name. I linked owner_name to owner_id and also put in the owner_id in the excel sheet.

    1. Hello,

      It may not be easy to automatically fill in properties that don't match the column headers in Excel. If you uncheck the box for "Create a new property instead," you should get the opportunity to set the Excel Column to equal any case property. 

      If you continue to have issues with this, please open up an issue from CommCareHQ.

      Thanks,

      CommCare Support Team