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Importing Kits (Bulk Upload)
Jon Quinton avatar
Written by Jon Quinton
Updated over a year ago

If you have a Kit list that you want to use in Case, then you can enter it into a Kit CSV file, and then import the CSV file into your Kit table in the admin, settings area.

Case provides a template file that you can use as a guide to create your own Kit list to import into your Case platform that can be accessed here or downloaded at the bottom of this article.

NOTE: Column headers and dummy data in the template are for reference only and should all be removed prior to uploading.

Steps:

  1. Login as an admin, and go to Settings.

  2. Click on Kits.

  3. Click the Upload button, and then select or drop your Kits CSV file.

  4. Click Upload to begin the bulk upload and wait for the process to complete.

Description of the Kits CSV file

Review the following considerations for the surgeon CSV file:

The upload feature does not support column headers. You can use the kits CSV template to help you to create your CSV file, but please remove column headers and dummy data.All columns are required and must be present, the values cannot be blank. If data is missing, then you receive an error when you import your CSV file.

Every Kit must have a defined Name, Kit ID, Type

The type value must be one of the following system defined titles -

Instruments

Implants

Combined (inst + Imp)

Consumables

Capital

Other

All uploaded data is case sensitive. The capitalization on the CSV file will match how the data appears throughout the platform!

Column

Description

Name

Name of the Kit

Kit ID

A unique alphanumeric ID for the kit

Type

The type of kit (must be one of the system types)

When you import kit data, your CSV file must be in UTF-8 format. Most spreadsheet applications can save CSV files in UTF-8 format (Comma Delimited) (*.CSV) with the Save As or Export command, depending on the program.

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