[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-239821-105":53,"doc-detail-239821-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","excel-template-import-instructions-contact-and-case-data-import","Excel Template Import Instructions - Contact and Case Data Import","","Instructions for importing contact and case information using Microsoft Excel spreadsheet templates provided by Cerenade. The guide directs users to use Contact_Record.xlsx for contact data, noting the two worksheets for data entry and schema details, plus rules on when case data import requires contact data. It also explains using Case_Records.xlsx, including worksheet structure, schema requirements, and an optional MainPartyID column to link cases to contacts.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/excel-template-import-instructions-contact-and-case-data-import/239821/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/excel-template-import-instructions-contact-and-case-data-import/239821.png","ImageObject",442,249,{"name":88,"@type":89},"Melati","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Which Excel template should be used for contact data import?","Question",{"text":108,"@type":109},"Use Contact_Record.xlsx. It contains two worksheets: “Data Fields to Import” for entries and “Schema for Data Fields” for field names, types, limits, and descriptions.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can case data be imported without importing contact data?",{"text":113,"@type":109},"No. Case data import requires importing contact data first. The guide also notes that contact import and case import are linked in this workflow.",{"name":115,"@type":106,"acceptedAnswer":116},"How does MainPartyID help during case data import?",{"text":117,"@type":109},"MainPartyID can establish a relationship between cases and contacts by referencing the AlienID column in Contact_Record.xlsx. You can either associate a “main contact” per case by filling AlienID and MainPartyID, or leave both blank if you don’t associate one.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},239821,1790448554,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},962085570644,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Cerenade can facilitate the seamless import of your contact and case data through Microsoft Excel spreadsheet templates. Please find below links to the template files and guidance on how enter data within them. After completing the templates, please contact your Cerenade representative for a secure submission link.  \nCONTACT DATA IMPORT  \nUtilize the Contact_Record.xlsx file to input your contact data.  \nAvailable at URL: [https://www.cerenade.com/wp-content/uploads/2023/11/Contact_Records.xlsx](https://www.cerenade.com/wp-content/uploads/2023/11/Contact_Records.xlsx)  \nRefer to the provided instructions and examples within the file to structure your entries correctly. Note that this Excel workbook comprises two distinct worksheets. The first sheet (“Data Fields to Import”) serves as the data entry template. The second sheet (\"Schema for Data Fields\") outlines field names, types, character limits, and descriptions.  \nNote that you may import contact data without also importing case data.  \nHowever, to import case data, you must also import contact data. In doing so, you may choose to override the reserved AlienID column in the Contact_Record.xlsx template. Please read the 'Case Data Import section for more on this.  \nCASE DATA IMPORT  \nUtilize the Case_Records.xlsx file to input your case data.  \nAvailable at URL: [https://www.cerenade.com/wp-content/uploads/2023/11/Case_Records.xlsx](https://www.cerenade.com/wp-content/uploads/2023/11/Case_Records.xlsx)  \nRefer to the provided instructions and examples within the file to structure your entries correctly. Like contact data import, the Excel workbook for case data includes two worksheets. The initial sheet serves as the data entry template. The second sheet, titled\"Schema for Data Fields,\" outlines field-specific requirements and character limits.  \nWithin Case_Records.xlsx, there is an optional MainPartyID column that can be used to establish a relationship between cases and contacts by creating a reference to the AliendID column in Contact_Record.xlsx. You have two options:  \n1) Associate a “main contact” with each case during data import.  \na. AlienID – for each contact, input unique identifier values (must be integers) .  \nb. MainPartyID – for each case, input the contact’s AlienID whom you would like to associate as the “main contact” for the case.  \n2) Do not associate a “main contact” with each case data import.  \na. AlienID – leave this column blank.  \nb. MainPartyID – leave this column blank.  \nNote that “main contacts” of cases can later be added, changed, or removed from within the application. Please also note that regardless of if you choose option (1) or (2) above, in order to import case data, you must also import contact data.","cbCaicGtdZ18adbw","https://ap.wps.com/l/cbCaicGtdZ18adbw","pdf",242552,"English","# Contact Data Import\n## Contact_Record.xlsx worksheets and field structure\n## Import dependencies between contact and case data\n# Case Data Import\n## Case_Records.xlsx worksheets and schema requirements\n## Using MainPartyID to link cases and contacts","[{\"question\":\"Which Excel template should be used for contact data import?\",\"answer\":\"Use Contact_Record.xlsx. It contains two worksheets: “Data Fields to Import” for entries and “Schema for Data Fields” for field names, types, limits, and descriptions.\"},{\"question\":\"Can case data be imported without importing contact data?\",\"answer\":\"No. Case data import requires importing contact data first. The guide also notes that contact import and case import are linked in this workflow.\"},{\"question\":\"How does MainPartyID help during case data import?\",\"answer\":\"MainPartyID can establish a relationship between cases and contacts by referencing the AlienID column in Contact_Record.xlsx. You can either associate a “main contact” per case by filling AlienID and MainPartyID, or leave both blank if you don’t associate one.\"}]","Excel Template Import Instructions - Contact and Case Data Import | PDF",1789153276]