Skip to main content

How to import cases in Pascal

To import multiple cases into Pascal at once, you can upload a CSV, Excel or JSON file with the cases, which makes converting already existing cases into Pascal much easier. Note: only users with owner or administrator rights can perform the importing of cases in bulk.

mceclip0.png

  1. Go to the Settings section in Pascal.
  2. Go to the Import tab.
  3. Click on the Import cases button.
  4. On the Import cases page, you can get a template file for case importing. If you have an existing file, you can upload it into the designated area by dragging the file in that area or selecting the file in your file explorer.
  5. The cases from the file are presented in the interactive table. The cases are assessed by automatic validation. If there are rows with invalid values, you can select those rows using the Filter rows selector above the table. You can review the cases and make final adjustments before uploading them into the account.
    • Values can be changed directly in the table and replaced at once for multiple rows.
    • There are dropdowns for multiple columns, where you can select a value directly from the list.
    • The date format can be adjusted if needed.
      mceclip2.png
  6. If the cases are correct, you can click on the Import button.
When large files are being imported, it can take longer before the system is done with the import.