What an import gives you
Data does not always arrive through the app — a partner sends a spreadsheet, a season was recorded on paper, or you are moving from another system. Import Submissions turns rows of a spreadsheet into real cases on the right sites, with the same status and follow-up as a form filled in on the phone. New to cases? See What is a case?
Each row you upload becomes a submission of the form you choose, on the site you name. It gets a Case ID, takes the form's default status, appears in the site's CASES list, in the dashboards and in Data Views, and any automatic review task the form creates is created for it too. The person who ran the import is shown as Submitted By, and the submission date is the day of the import.
Three things need to be in place before you start. You must be a Manager on the project. The form you are importing into must already be deployed to the project — Zite can only create submissions of forms it knows about. And each site you name in the file must have a status that accepts data: in the demo project sites marked Upcoming or Completed do not receive submissions, so rows for those sites are rejected until someone changes the site's status (see Site Status).