Importing Clients in CaseCore
📊 How to Bulk Import Clients in CaseCore | CSV, Excel & TXT Tutorial
Need to add dozens or hundreds of clients quickly? In this tutorial, you'll learn how to bulk import clients into CaseCore Management using CSV, Excel (.xlsx/.xls), or TXT files.
Perfect for migrating from another system, onboarding new client databases, or adding large batches of records without manual data entry.
Introduction
Navigating to the Import Feature
Downloading the Import Template
Understanding Template Columns & Required Fields
Preparing Your Data (Tips & Best Practices)
Uploading Your File (Drag & Drop or Browse)
Configuring Import Options
Running the Import
Reviewing Import Results & Fixing Errors
Viewing Your Imported Clients
Wrap Up
📝 WHAT YOU'LL LEARN:
✅ Supported file formats (CSV, XLSX, XLS, TXT)
✅ How to download and use the import template
✅ Required fields vs. optional fields
✅ Data formatting tips (dates, tags, Tax IDs)
✅ Import options: Update existing, Skip duplicates, Validate only
✅ How to interpret import results and fix errors
✅ Understanding the 5,000 row import limit
📋 TEMPLATE COLUMNS COVERED:
Client Type* (individual, organization, government, partner_agency)
Display Name* (required for all clients)
First Name / Last Name (for individuals)
Organization Name / Tax ID / DUNS (for organizations)
Email, Phone, Full Address
Tags, Notes, Source, Risk Rating
External Reference ID (for system migrations)
📁 SUPPORTED FILE FORMATS:
CSV - Comma-separated values (.csv)
Excel - Microsoft Excel (.xlsx, .xls)
TXT - Tab or comma-delimited text (.txt)
⚙️ IMPORT OPTIONS EXPLAINED:
Update Existing - Updates clients matching by email or External Reference ID
Skip Duplicates - Prevents creating duplicate records
Validate Only - Preview errors without committing data
🔗 HELPFUL LINKS:
🌐 Website: https://casecore.ai
📚 Documentation: https://docs.casecore.ai
💬 Support: https://support.casecore.ai
📥 Download Template: Available in the Import Clients modal
📺 RELATED VIDEOS:
How to Manually Create a Client
Exporting Clients to CSV/Excel
Linking Clients to Cases
Getting Started with CaseCore
💡 PRO TIPS:
Always download the template first—it has the correct column headers!
Use "Validate Only" before your first import to preview any errors
Format dates as YYYY-MM-DD (e.g., 2025-03-15)
Separate tags with commas: vip,priority,tech-sector
Maximum 5,000 rows per import—split larger files
🛠️ COMMON ERRORS & FIXES:
"Client type is required" → Add individual, organization, government, or partner_agency
"Display name is required" → Ensure every row has a display name
"Invalid email format" → Check for typos in email addresses
"Duplicate client detected" → Enable "Update existing" or uncheck "Skip duplicates"
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🏢 ABOUT CASECORE:
CaseCore Management is a comprehensive, AI-powered case management platform designed for government agencies, legal firms, and healthcare organizations. Features include multi-tenant workspaces, AI case summaries, consortium collaboration, task management, document storage, and more.
Start your free trial today at https://casecore.ai
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