Solution for bulk uploading and updating data in CommCare forms!

Developers
1

Hello community,
I have developed a solution to streamline bulk data uploads and updates in CommCare forms using Excel.
:small_blue_diamond: Data Upload

  • An Excel template is used with all the data to be uploaded.
  • Allows you to select which information to save as Case Ownership and case_name.
    :small_blue_diamond: Data Update
  • An Excel template is used with the data to be updated.
  • It offers the option to choose which data to modify: Case Ownership and case_name.
    This tool aims to make data management in CommCare more efficient, making it easier to manage and reducing manual errors.

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5 Likes
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Hello Eladio,
This looks fantastic, thanks for sharing this with us!

I’d love to learn more about how you built the tool. What technologies or programming languages did you use to design the interface and manage the connection to CommCare for uploading and updating data?

Also, how do users map Excel columns to the correct fields in CommCare forms? Is there a template or mapping system you’re using for that?

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Hello, your comment makes me happy.

I have a custom Excel template for both updating and uploading data, it allows to assign to records to each user, in commcare it appears that it was:

  1. registered by a mobile user

  2. Updated by a mobile user

I made a version 3 that allows.

  1. Change language, Spanish, English

  2. Update Form data and case properties. For example if a DNI record is saved as a case property and it is going to be updated, now it is allowed to update both the form record and the case property.

The mapping of the data in Excel, both for loading and updating, is done through the question ID, the FormDesigner and the Instance ID are also required.

In the case of bulk loading, the Instance ID or formid, is created by the user who will load the fully customized data, in the case of updating data if you use the Instance ID or formid that already generated commcare for that record.

The whole application is designed in python, packaged in an executable, very cool.

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@Aashima1,I would love to show you how the tool works and if possible share the code.

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Thank you for sharing, it looks like a very useful tool! I’d love to take a closer look. Would you be able to share it with me via email? You can reach me at aashima.khanduja@dimagi.com.
Looking forward to learning more!

1 Like