- Login to your CaseActive account and click the Admin button in front of the Hub to which you want to import cases.
- You will land on the Admin Dashboard here. Click on Integrations.
- Once in the integration section, ensure you are in the Imports tab and click the +New Button.
- Provide a Name, then click on the drop-down menu under type and select Create Cases from the options.
- Now download the sample file, fill it with the information of the cases you want to create, and then upload the file by clicking on the + button under Choose a file.
- Once the file is uploaded click Save.