This article applies to Alpha Testers using Switch to Bulk Upload CasesStep 1: Make sure your user has Alpha Tester as an employee type
Step 2: Go to Settings > Case Import Tool
Step 3: Click the Download RCS Sample File or use your own file with the required fields below
Note: If you are exporting a report from RDN, you will not need to use the sample file. Just upload the report with the proper displayed columns.
Step 4: Fill out the spreadsheet with the following information
VIN Number (Identification Number)
Client ID
Lienholder ID
Service Provider ID
Borrower First Name
Borrower Last Name
Borrower Address Name
Borrower Home Address
Borrower Home City
Borrower Home State
Borrower Home Zip code
Borrower Phone
Borrower Bankruptcy
Placement
Case Type
Office Worker
Vehicle Make
Vehicle Model
Vehicle Color
Vehicle Type
Vehicle Year
ACV Value
Case Type ID
Additional Info
Step 5: Click the +Case Import Profiles and fill out the form
Step 6: Define Columns from the spreadsheet uploaded, then click Next
Column Name From File - These are the titles from the file uploaded
Bind to RCS Data - This will be what the column would be called in RecoveryConnect
Sample Data from File - This is the data from the first cell of information
Step 7: Define Entity by selecting the RC Entity from the drop-down, then click Next
Companies in CSV file - this is the client when there is a lienholder involved
Lienholder in CSV file - this is the lienholder on the case
