Bulk import of cases from excel... not working.

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Eric Stephan

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Feb 17, 2015, 5:22:31 AM2/17/15
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Hi folks -- I am trying to carry out the bulk import of 400 cases from an excel spreadsheet, for the purposes of testing how my phones and app will behave with a large number of cases.

*** I am trying to follow the instructions to the letter -- the ones I am following are:

*** My problem appears is in mapping the case properties of "owner_name."   My problem seems to be exactly the same as the one that is posted by someone in the comment thread at the bottom of:

*** My problem: When I reach that final page just mentioned, your instructions tell me:  Map the owner_name column to the case property called owner_name.  This will assign each case to a user or case sharing group. You will need to check off the box for "Create a new property instead"
    ... However, if follow that instructio, and I check the 'create a new property instead' box to OFF, then it does not allow me to type anything I want in there -- it instead gives me a dropdown where I must choose one of the existing properties. "owner_name" is not one of the option.  Only owner_id is in there, which I believe is something different. 

... But, if I check that checkbox to ON, then I CAN type whatever I want in there. I did try that method and carefully typed in owner_name, ... but when I did that, it did the whole import and then nicely told me that zero records were imported -- you can see the error message in the attached screenshot. 

... I am also attaching my import XLS sheet. you will see that the name of the group that I am trying to make be the "owner" is m1m. That is the exact name of a case sharing group that I want to be the owner of these new cases.

Any advice on how to make this import work?

thanks!
Eric

error-when-import-cases.jpg
FormsREG-hack-for-importing-bulk-out400.xls

Cory Zue

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Feb 17, 2015, 8:22:00 AM2/17/15
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Hey Eric,

We'll create a support ticket in our system and get back to you on this via that mechanism.

cheers,
Cory

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