> For the complete documentation index, see [llms.txt](https://help.connected.illumina.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.connected.illumina.com/connected-insights/manage-cases/cm-introduction/cm-metadata-upload.md).

# Case Metadata Upload

From the **Case List**, you may upload case metadata files to update the metadata for existing cases or create new cases if those cases do not already exist. Cases created in this way will be in an *Awaiting Molecular Data* status until secondary analysis output data is associated to the samples of those cases, see [Data Upload Configuration](/connected-insights/configure/configuration/du-introduction.md) for details on uploading molecular data. For more information on the custom case data format, refer to [Custom Case Data Upload](/connected-insights/configure/configuration/du-introduction/du-custom-case-dataupload.md).

## Upload Case Metadata

Upload a case metadata file as follows:

1. From the **Case List**, select **+ New Case**.
2. Select the **Import from CSV File** option and click the button for **Import from CSV File**.
3. \[Optional] Download the *attached template* and input the desired case metadata to upload.
4. Select a case metadata file to upload (up to five files may be uploaded at one time).
5. Select **Proceed**.

## View Case Metadata Upload History

1. From the **Case List**, select **Upload Case Metadata**.
2. Select **View Past Uploads** from the dropdown.
3. \[Optional] Select **Refresh Uploads** to refresh the status and details for uploaded files.
4. \[Optional] Download CSVs containing a record of problematic rows for files that were not successfully processed.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.connected.illumina.com/connected-insights/manage-cases/cm-introduction/cm-metadata-upload.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.