How to import a case type

In the configuration, select a case in the Case Type on the side menu, then click Import Data

After clicking Import Data:

  1. Enter the Case Type Name and Description

  1. Choose one of two methods: Import a CSV file Or Paste table data

Import a CSV File

Skip step (1) and (2) in case you already have a CSV template

  1. Download a CSV template
  2. Fill the template and save
  3. Click on Browse a File and select the template to upload it

If your excel sheet contains raw data ( No header is included ), don't forget to remove the tick from First row is header

  1. Click Import

Paste Table Data

  1. Select Paste table data format
  2. Check First row is header if you copied your header in your excel sheet alongside your data

  1. Click Import