Prepare a CSV of case updates
Column requirements, field-name conventions, and validation tips for update CSVs.
Coming soon. This article is planned but not yet written. Below is a summary of what it will cover.
A practical guide to building a valid update CSV: required columns (project identifier, target field, new value), Filevine field-naming conventions, acceptable date and number formats, how to handle multi-value fields, and common pitfalls exported by Excel (date auto-conversion, smart quotes, BOM markers).
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