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 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 speficy 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 | UPRN or Jadu Connect Address reference. If a UPRN is given that does not exist in the Jadu Connect database, the Address for the UPRN will be retrieved from the configured Address Service (if any) |