Case Management Data Import
Move your data into AgileCase using CSV, Excel, our REST API, or let us handle the import for you.
Import Data into AgileCase
If you have data in another system, generally it can be exported and imported into AgileCase.
CSV and Excel (XLSX) are the most common formats because they are simple to audit, easy to map, and quick to repeat if you need subsequent imports.
Import from CSV and Excel
AgileCase includes an importer designed for structured spreadsheet data.
Typical approach:
1. Export your data to CSV/XLSX
2. Align it to the AgileCase import template
3. Map columns to AgileCase fields
4. Run a test import
5. Run the final import
This gives you a controlled, repeatable migration process.
Import using our REST API
If CSV/XLSX exports are not available, or if you want to automate import from another system, AgileCase supports importing data via our REST API.
You can create cases, extract case and contact information, update records, and build custom extensions to support bulk migration or ongoing integration.
Learn more about our API
Consolidate Data from Multiple Sources
If your data is spread across systems, we can consolidate it into a single import set. This typically involves:
• Standardising values (statuses, categories, teams)
• Removing duplicates
• Agreeing the field mapping
• Importing into AgileCase in a controlled order
Assisted Imports and Onboarding Support
If you want hands-on support, AgileCase offers onboarding support.
If the import is straightforward, we can import the data for you as part of that process.
Learn About Free Onboarding
Capture, Process, Measure and Inform
Schedule a demo and we will walk through the best import option for your data and your service.
Schedule A Free Demo
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