Users with Issue manager rights can import external case data into SpeakUp, using CSV files. This allows you to consolidate all your data within one system, making it easier to access historical case data and improving overall reporting capabilities.
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.
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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.
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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The import case action cannot be undone
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Imported cases cannot be deleted