This article explains how to create an import spreadsheet and import data into Case Manager
To import data, you will first need to know which table to import to. Each of the lookup-based tables are listed in Admin | Intuition and then the appropriate section.
You will then need to know fields you can import and the order of those fields. Select Download Sample File to obtain the file format. You can use this file to gather your information.
If you are unsure of what should be entered into each field, select Download Sample File with Data. The file displays the first 100 records of what’s in each of the fields. This will only be useful for tables in which you already have data.
If you look at the sample list for Marital Status types, you’ll see the list of items that come pre-installed. The imports are most useful when starting out or adopting new features that have previously not been used by your agency.
An example of the new import process.
In this example, we will be importing a list of employers at which your consumers have been placed.
1. Find the Employer’s table. From the Menu, select Admin | Intuition | Organization | Employers. Since we already have Employers, a list of the Employers is displayed.
2. Select the Import icon on the Toolbar
3. Select either Sample File or Sample File with Data.
4. In this example we are using Download Sample File with Data. The file appears in the lower-left corner of the page.
5. Click the file Icon to open.
The first row displays the field names. The field names cannot be changed.
The second row (in the red box below) displays the data requirement for the fields.
The third row begins the list of current records. Use this list as examples of the type of data for each field.
6. Add your data to the worksheet. Leave the Employer ID field blank.
7. Delete row 2 and any other records that were downloaded. Do not delete the field names. You should now have the column field headers and any records you are importing. Save the file.
8. Click Upload Data from File to select the file to be imported.
9. Navigate to the file location, select the file, and click Open.
10. Click Import to begin the import.
The status of each record displays while the record is read. Green-shaded records indicate the record was successfully imported. Red-shaded records were not imported. A brief message is displayed with each record in error. When you’ve determined the cause of the error, you can manually enter the record. If you’d like to attempt to import the records, once corrected, you will first need to locate and delete the records that were imported correctly. If not, you will have duplicated records as the import does not check to see if there is already a record like the one you are importing.