Import Format

Once you are happy that the form contains everything you want to import, you can get CXM to generate a sample file for you to fill with import data.

To do this, navigate to Settings > System from the main menu, then choose the Data Import tab.

From the Actions menu, select Import Cases.

This will open a form asking you what type of cases you would like to import.

We don't yet have a CSV file to import, so ignore this for now and skip straight to the Case Type selection.

Choose the Case Type and then the Form you created earlier.

Now select Download example CSV. This will give you a CSV file containing the correct set of names in the first row for you to populate with import data.

Example CSV file:

The import requires data to be uploaded in a valid CSV file format. Any values that need to be escaped in this format should be enclosed in double-quotes (").

The format of the column headers is ff_<form field name> for a Case Form field, and <status name> for the special Case Status field.

ff_action-required,ff_address-4,ff_channel-3,ff_description-3,ff_resolution,ff_resolution-date,status

The last column status will accept the name (not the label) of a case status. When the case is imported, it will be given the status you specify here. This column is optional, but if you include the column in the CSV file, you must specify a status for every row. If the column is omitted entirely, then the status for the imported cases will be the initial status for the Case Type.

Each other column in the CSV file corresponds a a field in the form you selected.

The required content of each field will vary depending on the type of field:

Field Type Content
Case Field: Text A single line of text
Case Field: Textarea One or more lines of text
Case Field: URL A valid URL including scheme (http / https)
Case Field: Email A valid email address
Case Field: Checkbox true / false / 1 / 0
Case Field: Date A string representation of a date, formatted as YYYY-MM-DD
Case Field: Date Time A string representation of a date and time, formatted as: YYYY-MM-DDThh:mm:ss+0000
Case Field: Choice The value of a single choice option for the field.
User Group CXM User Group ID number
Person CXM reference of a Person
Address CXM address reference, UPRN, or alternative unique reference for the address in the configured address lookup service (e.g. Locator Family Id in Esri LocatorHub). If a UPRN or alternative reference is given that does not already exist in the CXM database, the address will be retrieved from the configured address lookup service

Note: Address lookups

Each address that is not already present in the CXM database will be fetched from the configured address lookup service. If there is a charge per-lookup for this service then this could result in a high cost for a large import.

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