Import Case/Contact

SmartAdvocate allows you to import both your existing contacts and cases. This functionality is found under Tools > Import Case/Contact. You must first create a spreadsheet creating the cases or contacts you want to import. See below. Then select whether you want to import cases or contacts. Click on the Upload File button to select the file you have created.

Creating the Spreadsheets

In the upper right corner of the page are links to download the spreadsheets for contacts and cases.

It is essential that you use these spreadsheets, or create identical ones with the same columns in the same order. Adding additional columns, such as adding additional fields of information, will cause the import function to fail.