Batch case upload from platform
Last updated
Last updated
If you're comfortable with scripting and API usage, you can upload multiple cases at once using those methods. But if you're not a technical expert, don't worry. There is a user-friendly alternative available in versions 32.0 or newer - importing a CSV file directly through the user interface.
Please follow the steps as described below.
Caution: Please note that refreshing or leaving the page, exiting the Add new case tab, or power failure of your computer before you've completed a batch case upload will result in loss of the case creation progress.
CSV (Comma-Separated Values) is a simple file format used to store data in tabular form. A row represents a sample, and a column represents a data field.
Start by downloading a CSV template with an example line and mandatory and non-mandatory fields from the Add new case page set to Batch mode (see step 2). Fill the file with your data according to CSV format requirements.
Click on the + New case button on the Top navigation panel.
Click on the Switch to batch button in the top right corner. You'll be directed to the Select file page of the Batch upload flow. Note: Here you can download a CSV template in the valid format.
Drag and drop a CSV file into the box or upload it from the file explorer. Wait for file upload and validation to finish.
After validation is complete, you will be directed to the Batch validation page. It features validation results details for you to review:
File name,
Number of rows in the file,
Number of cases to be created
Number of errors found,
Status message:
if no errors were detected, a success message will be displayed;
Click on Create. A progress bar will appear on the right as the cases are created (Cases creation page).
If the cases have been created successfully, the Cases summary page will display the total number of cases that were created.
If there were any errors during the batch case creation process, the Cases summary page will display a table indicating the number of cases that were successfully created and the number of cases that failed.
You will have the option to download a CSV file containing two additional columns: Errors and Case ID. The Errors column will contain error messages for samples where case creation failed, while the Case ID column will contain the Case ID of a successfully created case for the lines where case creation was successful.