Everything starts with the data. These are the requirements to prepare your case import file:
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The file format should be csv.
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The maximum amount of cases in one file is 10000.
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Date fields should be imported in the ISO 8601 format (yyyy-mm-ddThh:MM:ss.000Z).
Suggested excel formula, assuming the original dates to be formatted are on the 1st column of the file with a header: =YEAR(A2)&"-"&TEXT(MONTH(A2);"00")&"-"&TEXT(DAY(A2);"00")&"T"&TEXT(HOUR(A2);"00")&":"&TEXT(MINUTE(A2);"00")&":"&TEXT(SECOND(A2);"00")&".000Z"
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Boolean fields should be imported as “true” and “false”.
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Fields for the creation date and status are mandatory.
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All elements used for mapping (for example : status, option list, fields etc) are case sensitive: values should be written exactly the same way, both on the csv and as configured in the system.
To import cases into SpeakUp:
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Go to Issues and select the option Import cases (CSV) under the Import/Export button:
- A pop-up window will appear, prompting you to select the Domain in which the cases should be created. This is an important step to define the access for these new cases.
- The next step will be to select the CSV file:
- Then you will have the opportunity to select the destination case field (SpeakUp field) for the data of each column in your file:
- If the data in the csv file doesn’t fit the requirements of the destination SpeakUp field, you will be given a warning. For example, if the character limit is breached:
- It will only be possible to import the file when there are no warnings and the 2 mandatory fields are mapped: creation date and status:
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It is not possible to import multi-select options;
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It is not possible to import attachments.
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The import case action cannot be undone
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Imported cases cannot be deleted