# Import Cases from Excel Option Alternative

**URL:** <https://forum.dimagi.com/t/import-cases-from-excel-option-alternative/6410>\
**Category:** Users\
**Created:** [April 23, 2019, 5:48pm UTC](https://forum.dimagi.com/t/import-cases-from-excel-option-alternative/6410 "2019-04-23T17:48:28Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![SFitz](https://dimagi.b-cdn.net/letter_avatar_proxy/v4/letter/s/278dde/32.png) [@SFitz](https://forum.dimagi.com/u/SFitz)\
**Post date:** [April 23, 2019, 5:48pm UTC](https://forum.dimagi.com/t/import-cases-from-excel-option-alternative/6410/1 "2019-04-23T17:48:28Z")

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Hello Wonderful Forum Community,

I am attempting to link my registration form and two followup forms so that all three are downloaded into one excel file (preferably with each form on a different sheet (in the same workbook). It was suggested that I " to use the case\_id fields to link together the case with the forms. That way, you can have individual exports for all the different forms, but then link them later using the case\_id."

However, the 'import cases from excel' option is missing (see below)

 ![Missing%20import%20option](https://dimagi.b-cdn.net/uploads/default/original/1X/4fd37c62cb19f815479e4768a3dce29e0c5683f5.png)

Is there an alternative to this solution? That doesn't require a standard plan?

Thanks all,  
Shawn

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**Author:** ![Kai\_Cowger\_Dimagi](https://dimagi.b-cdn.net/user_avatar/forum.dimagi.com/kai_cowger_dimagi/32/2509_2.png) [@Kai\_Cowger\_Dimagi](https://forum.dimagi.com/u/Kai_Cowger_Dimagi)\
**Post date:** [April 23, 2019, 6:39pm UTC](https://forum.dimagi.com/t/import-cases-from-excel-option-alternative/6410/2 "2019-04-23T18:39:01Z")

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Shawna,

I don't think you want to be linking together the cases and form using the case importer (as per our support email thread!). I thought more about what you wanted to do, and I think there might be a miscommunication (apologies for this).

When I originally stated you needed to use the case\_id to link together the registration and followup forms with the cases, I meant you need to do this directly in Excel, not on HQ. Here's what I think you need to do:

1. Download your case list here: [Log In :: CommCare HQ - CommCare HQ](https://www.commcarehq.org/a/rp-livelihood/data/export/custom/case/)

2. Then, create the exports for followups and registration forms here: [Log In :: CommCare HQ - CommCare HQ](https://www.commcarehq.org/a/rp-livelihood/data/export/custom/form/)

- Note that you only have followup forms right now
- In those form exports, **make sure you select @case\_id as a field in both exports:**
 
 

 ![](https://dimagi.b-cdn.net/uploads/default/original/1X/d5e9010c46648b34b7b031eb976d62c240389605.png) **​**  
3. Do a bulk download of your followups and registration forms. It will look like this:

 ![](https://dimagi.b-cdn.net/uploads/default/original/1X/128491f0b27c0cbb142cf84cf569ae0891c21126.png)​

1. Open up your Excel sheet. You'll see two tabs. One of these represents the followup forms, one represents the registration forms:

![image](https://dimagi.b-cdn.net/uploads/default/original/1X/d359cf33c97c7f750914842ddcb40438317dbf66.png)

1. Open up your case download from step (1) and add this to the sheet. It should look like this:

![image](https://dimagi.b-cdn.net/uploads/default/original/1X/427535cb2bc2bd03952a6ac65cff7ea53b457d6e.png)

1. Now you've got cases, followup forms, and registration forms all in one sheet.
2. Now, match the caseid field on the "cases" sheet to the **form.case.@case\_id** field in the other two sheets. If they match, that means the followup or registration form was for that particular case.

Let me know if this makes sense!

Best,  
Kai

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<div class="post-metadata">

**Author:** ![SFitz](https://dimagi.b-cdn.net/letter_avatar_proxy/v4/letter/s/278dde/32.png) [@SFitz](https://forum.dimagi.com/u/SFitz)\
**Post date:** [April 23, 2019, 7:17pm UTC](https://forum.dimagi.com/t/import-cases-from-excel-option-alternative/6410/3 "2019-04-23T19:17:12Z")

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Thanks Kai,

As per usual you are thorough and informative. I will give it a try and let you know  
Best,  
S.
