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Before you begin

In order to import Person information into your Jadu Connect account, you should first ensure you have the following:

  1. Permission to create Person records and import Person data
  2. If creating user records on import, you will need to relevant permissions to do this too

If you are importing Person records that you plan to link to addresses, you will need either a valid UPRN for each address or the Jadu Connect Address reference (if the address already exists within Jadu Connect).

If you are importing cases that you plan to link to Jadu Connect Person records, you will need the Jadu Connect Person reference.

Person import process​

Import Person records into Jadu Connect by uploading a CSV file containing all of the required information.

The import file format for Person records is fixed, though most of the import data is optional.