📄Content:
A) ⚙️Preparation
B) 📤Import Process
C) 🛠️Troubleshooting
D) 💡Tips
🔧 Preparation
ℹ️: This step requires the most effort.
Requirements:
-
You must have moderator rights in the workspace.
-
Log in to your Casebase instance with your user account.
-
Select the workspace where you want to import use cases.
Start the Import:
-
Click the “+” button in the top menu.
-
Select “Bulk Import”.
Download the Template:
-
Download the provided Excel template. It is tailored to your workspace (including templates and workflows).
Prepare the Excel File:
-
Fill out the file according to the instructions in the “Data Schema Guide” sheet.
-
Use the exact values from your tool configuration (e.g., for “Maturity” or “Quality Gate”).
-
Separate multiple entries with a semicolon + space.
-
Avoid duplicate titles – each use case must be unique.
Validate & Save the File:
-
Check that all required fields are filled and formatting is correct (e.g., dates, numbers).
-
Save the file as an XLSX.
📤 Import Process
-
Reopen the bulk import page if necessary.
-
Drag & drop the Excel file or select it from your file browser.
-
Start the import.
-
Review the imported use cases for completeness and correctness.
🛠️ Troubleshooting
-
Import Errors: Error messages will indicate where issues have occurred (e.g., invalid values).
-
Fix Issues: Adjust the Excel file accordingly and retry the import.
-
Support: Contact Casebase Support if problems persist.
💡 Tips
-
This process only imports new use cases. Existing use cases will not be overwritten.
-
Ensure all use case titles are unique.
-
The file must be in .xlsx format.
-
Double-check your moderator permissions.
-
For further details, consult the Casebase documentation or contact support.