Importing Cases Using Excel

Owned by Steve Snyder
Last updated: Apr 19, 2024 by Gillian JavetskiVersion comment
1 min read

 

This feature requires a CommCare Software Plan

This feature (Excel Importer) will only be available to CommCare users with a Standard Plan or higher. For more details, see the CommCare Software Plan page.

 

If you are using a Standard CommCare Software Plan or higher, you can update case properties using the Excel Importer tool. The Excel Importer is a tool for creating or updating cases in bulk.  This tutorial will guide you through the process of using the tool. This is an advanced feature, so please read the instructions carefully.

When is the Excel Importer useful for me?

When is the Excel Importer useful for me?

  • You want to create 200 cases using data you collected through a non-CommCare program.

  • You want to add some information to some or all of the cases already registered (ex. a household number for all households)

  • You are running a clinical study and want to organize your cases into different study groups

  • You want to setup some cases for practice/training demos or testing


This tool will let you either create new cases, or update existing cases. (Its possible to both at the same time, but that is more advanced).  

  1. Creating New Cases

  2. Updating Existing Cases

Other Advanced Techniques

  1. Import Child/Parent Relationships

  2. Closing Cases

  3. Tips for migrating case data between applications or projects

  4. Case Importer with Easy References

  5. Undo-ing incorrect or accidental case imports