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Import Cases

Bulk import cases from external sources like spreadsheets, legacy systems, or databases. Save time by loading multiple cases at once rather than creating them individually.

Import Methods​

Spreadsheet Import (CSV/Excel)​

  1. Prepare your data
  2. Go to Cases → Import
  3. Select file type (CSV or Excel)
  4. Upload file
  5. Map columns to case fields
  6. Preview and confirm
  7. Import

Direct Paste​

Copy data from spreadsheet and paste directly into import dialog.

Preparing Your Data​

Required Columns​

  • Case Title
  • Case Type
  • (At least one more field)
  • Case ID
  • Description
  • Priority
  • Assignee
  • Due Date
  • Category

Best Practices​

  • Remove headers in first row (optional)
  • Use consistent date formats (YYYY-MM-DD)
  • Validate email addresses
  • Check for duplicate cases
  • Test with small sample first

Column Mapping​

After uploading:

  1. Review detected columns
  2. Map to correct Avikto fields
  3. Mark required fields
  4. Set defaults for missing data
  5. Handle unmapped columns

Validation​

The system checks:

  • Required fields present
  • Data type compatibility
  • Email format validity
  • User existence
  • Field length constraints

Fix any errors before confirming import.

Import Execution​

warning

Imports cannot be undone in bulk. Always preview and validate your data before confirming. Large imports may take several minutes to complete.

Preview​

Review sample rows:

  • See how data will map
  • Verify formatting
  • Check for issues
  • Adjust if needed

Confirm Import​

  1. Review total count
  2. Confirm error handling
  3. Click Import
  4. Track progress

Post-Import​

  • Check successful imports
  • Review failed cases
  • Download error report
  • Retry if needed

Large Imports​

For large files (1000+ cases):

  • May take several minutes
  • Can run in background
  • Email notification when complete
  • Download results summary

See Also​