Import Format
Once you are happy that the form contains everything you want to import, you can get Jadu Connect to generate a sample file for you to fill with import data.
To do this, navigate to Settings > System from the main menu, then choose
the Data Import tab.
From the Actions menu, select Import Cases.
This will open a form asking you what type of cases you would like to import.
We don't yet have a CSV file to import, so ignore this for now and skip straight to the Case Type selection.
Choose the Case Type and then the Form you created earlier.
Now select Download example CSV. This will give you a CSV file containing the
correct set of names in the first row for you to populate with import data.
Example CSV file:
The import requires data to be uploaded in a valid CSV file format. Any
values that need to be escaped in this format should be enclosed in
double-quotes (").
The format of the column headers is ff_<form field name> for a Case Form field,
and <status name> for the special Case Status field.
ff_action-required,ff_address-4,ff_channel-3,ff_description-3,ff_resolution,ff_resolution-date,status
The last column status will accept the name (not the label) of a case status.
When the case is imported, it will be given the status you specify here. This
column is optional, but if you include the column in the CSV file, you must
specify a status for every row. If the column is omitted entirely, then the
status for the imported cases will be the initial status for the Case Type.
Each other column in the CSV file corresponds a a field in the form you selected.
The required content of each field will vary depending on the type of field:
| Field Type | Content |
|---|---|
| Case Field: Text | A single line of text |
| Case Field: Textarea | One or more lines of text |
| Case Field: URL | A valid URL including scheme (http / https) |
| Case Field: Email | A valid email address |
| Case Field: Checkbox | true / false / 1 / 0 |
| Case Field: Date | A string representation of a date, formatted as YYYY-MM-DD |
| Case Field: Date Time | A string representation of a date and time, formatted as: YYYY-MM-DDThh:mm:ss+0000 |
| Case Field: Choice | The value of a single choice option for the field. |
| User Group | Jadu Connect User Group ID number |
| Person | Jadu Connect reference of a Person |
| Address | Jadu Connect address reference, UPRN, or alternative unique reference for the address in the configured address lookup service (e.g. Locator Family Id in Esri LocatorHub). If a UPRN or alternative reference is given that does not already exist in the Jadu Connect database, the address will be retrieved from the configured address lookup service |
Each address that is not already present in the Jadu Connect database will be fetched from the configured address lookup service. If there is a charge per-lookup for this service then this could result in a high cost for a large import.