Allowable Fields

The bulk import feature maintains some restrictions on fields that can and cannot be bulk imported. Use the list below to confirm allowable fields when executing a bulk import.

Fields that cannot be imported

❌Case model fields (direct properties)

1. id — Auto-generated UUID

2. createdAt — Auto-generated timestamp

3. updatedAt — Auto-generated timestamp

4. deletedAt — Soft delete field (system-managed)

5. profileId — Auto-created/retrieved from existing case lookup

6. transactionId — Auto-generated transaction ID

7. projectId — Set from URL context, not from CSV

8. assignedOrganizationId — Case assignment to organization

9. assignedUserId — Case assignment to user

10. statusId — Set indirectly via status name mapping (not directly importable)

11. statusReason — Set indirectly via status field when status includes a reason

12. closedAt — Timestamp for when case was closed

13. contactId — Link to Contact entity (not importable from CSV)

14. source — Set as a single value in import settings for all cases (not per-row from CSV)

❌ Related data (cannot be imported)

1. Case notes (CaseNote) — Notes/annotations on cases

2. Case collaborators (CaseCollaborators) — Users collaborating on cases

3. Documents (Document) — Attached documents

4. Follow-ups (FollowUp) — Scheduled follow-up tasks

5. Related cases (RelatedCase) — Case relationships

6. Case flags (CaseFlag) — Flags/markers on cases

7. Case referral statuses (CaseReferralStatus) — Referral tracking data

8. Additional survey responses (CaseSurveyResponse) — Survey responses beyond intake

9. DocuSign envelopes (CaseDocusignEnvelope) — DocuSign integration data

10. Document requests (DocumentRequest) — Document request records

11. Survey requests (SurveyRequest) — Survey request records

✔️ What can be imported

• Demographic survey fields — Any field in the demographic survey form (client profile)

• Intake survey fields — Any field in the intake survey form

• Case code — Via the caseCodeField setting (Only available when Import Mode is "Create or Update" or "Update"...not available in "Create" mode)

• Case attributes — Via custom attribute mappings

• Case status — Via the statusField setting (matches status by name)

Note: The source field can be set as a single value for the entire import job in settings, but it cannot vary per row from the CSV data.