Introduction
User Administration
Roles
Groups
Access restriction
Registration
Permissions
Workflow
Services
Case Types
Statuses
Transitions
Emails
Dates
Case Forms
Rules
Letters
Fields
Import / export
Integration
Service APIs
Integrations Hub
Address Finder
AWS Lex
Click to Call
Esri LocatorHub
Esri ArcGIS Enterprise UK Data Loader
Aligned-Assets - Symphony SinglePoint
Brightly - Confirm
mygovscot myaccount
Idox - Uniform
Northgate - M3PP / Assure
GOV.UK Notify
Whitespace
Idox Cloud / Tascomi
Integrations Server
Webhooks
System
Data import
Case import
Before you begin
Creating the form
Import format
Importing
Person import
Before you begin
Import data
Import format
Importing
Case Ribbon
Columns
Dashboard
Filters
Branding
Icon
Cases
Notes
Delete personal data from a case
People
Notes
Deleting a person record and user account
Organisations
Configuring your XForm
Configuring CXM
My Business Account
Troubleshooting
I cannot see my service type in the list of services when creating a case
My case has not been created/transitioned
Frequently Asked Questions
How do I know if a letter is required?
How do I create a dashboard for yesterday's cases?
How do I link cases?
How do I use person and address information?
Reference
Case detail placeholders
Person detail placeholders
Letter placeholders
Getting Started
Tracking channel shift
Creating SLAs
Published with GitBook
Case import
Case import
Import data to a CXM case type from a CSV file.
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