Enable Multi-Case Tabular Data Import

Vault supports bulk importing data from a multi-case CSV file to Inbox Items. Vault extracts data from the CSV file and imports it to Inbox Item fields.

After completing the enablement on this page, see Manage Multi-Case Tabular Data Import to set up field and code mapping and About Multi-Case Tabular Data Import for information on preparing the multi-Case CSV or ZIP file to create Inbox Items.

26R1 Update: Improvements to Import to Inbox Item

With the 26R1 release, Vault allows users to import multi-case tabular data only to global Cases. To configure your Vault for the updated feature, update the Tabular Data Format and Transmission Profile layouts.

25R3 Update: Multi-Case CSV Data Import: Low-Touch Automation Efficiency

With the 25R3 release, Vault supports additional value mapping for imported CSV files. To configure your Vault for the updated feature, update the Tabular Data Format and Import Field Mapping layouts.

24R1 Update: Safety Inbox Loader: Multi-CSV ZIP Data Import for VAERS, KAERS, and Custom Formats

With the 24R1 release, Vault supports importing multi-CSV ZIP files to Inbox Items. To configure your Vault for the updated feature, update the Tabular Data Format layout.

Update the Tabular Data Format Layout

Update the Tabular Data Format object layout:

  • Insert a Related Object section for the Import Field Mapping object. We recommend labeling this section Field Mappings and adding the follinwg default columns:
    • Target Object Name
    • Target Field Name
  • To support importing multi-CSV ZIP files to Inbox Items, insert a Related Object section for the Tabular Source File object. We recommend labeling this section Source Files.
    • Add the following fields in a Details section:
      • Encoding
      • Country
  • To support Multi-Case CSV Data Import: Low-Touch Automation Efficiency, add the following fields to a Details section:
    • Default Age Unit
    • Default Height Unit
    • Default Weight Unit
  • To support Improvements to Import to Inbox Items, add the following fields to a Details section:
    • Localization-based Mapping on Import
    • Localization
    • Default Report Type

Update the Import Field Mapping Layout

Update the Import Field Mapping object layout:

  • Insert a Related Object section for the Import Code Mapping object. We recommend labeling this section Code Mappings and adding the follinwg default columns:
    • Import Field Mapping
    • Code Mapping Type
    • Controlled Vocabulary
    • Dose Form
    • Reason Omitted
    • Route of Administration
    • Seriousness
    • Unit of Measurement
  • To support Multi-Case CSV Data Import: Low-Touch Automation Efficiency, add the following fields to a Details section:
    • Device Code
    • Picklist API
    • Picklist Value

Update the Transmission Profile Layout

To support Improvements to Import to Inbox Items, add the following fields to the Transmission Profile object layouts for the AS2 Gateway, Connection, Inbound Email, Manual, and System Gateway object types:

  • Localization-based Mapping on Import
  • Localization