How to prepare case importing files

This documentation, including images, videos and text, is accurate as of Version 6.6 of Pascal.

We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.

Cases in Pascal can be imported in CSV, XLSX and JSON file formats.

Case fields to fill

Pascal consists of Person and Business cases. Each case has a set of common fields (case type, confidence, assignee, description, client), that makes it easier for Pascal to identify and organise them in the system. Each of these fields is described below.

Generic fields:

There are also fields that identify the entity with various kinds of descriptive information. Person and Business cases do not have all fields in common. Both case types include a name, alias names and additional term fields.

Preparing a CSV file

Use the CSV template file that you can download from the Import cases tab in the Screening settings page. The easiest way to edit the CSV file is in a plain text editor, like notepad, or Excel.

To open a CSV file in Excel, the following steps should be followed:  

  1. Open a new Excel document.
  2. Navigate to the Data tab.
  3. Click on From Text/CSV.
  4. Navigate to the CSV file you would like to open and open it.
  5. Click on Transform Data.
  6. Under the tab Transform select User First Row as Headers if the column names are displayed as Column1Column2Column3, etc. If the column headers are already typeconfidencename, etc., this step should be skipped.
  7. Select the File tab in the left upper corner and click on Close and Load.

Excel should now have opened the CSV file correctly, with the correct headers. After completing the file, the file should be saved as the file type CSV UTF-8(*.csv) (or another suitable CSV file format) and named like import_cases.csv for example.

When editing a CSV file in a plain text editor, it is important to check that every value is separated with a comma. After completion, the file should be saved as a CSV file, for example import_cases.csv.


Revision #7
Created 26 January 2024 13:36:43 by Sanne Janssen
Updated 28 January 2025 08:00:06 by Sanne Janssen