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Select your file and click on >> Next Step. This brings you to a page that looks like this



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


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.


3. Mapping Case Properties and Completing the Import


Set Up Excel File