Question 1

Which entity types can I import via CSV in CaseTrack Pro?

Accepted Answer

CaseTrack Pro supports CSV import for accounts, physicians, contacts, and procedure details. Each entity type has its own import flow with field mapping and validation rules specific to that data model.

Question 2

How does AI-assisted column mapping work?

Accepted Answer

When you upload a CSV, CaseTrack Pro reads your column headers and uses AI to suggest how each header maps to a CaseTrack Pro field — even when naming conventions differ from ours. You review and confirm (or adjust) the suggestions before the validation pass runs.

Question 3

What happens to rows that fail validation?

Accepted Answer

Rows that fail validation are surfaced for review before anything is written to the database. You can fix the values in the review UI or download a corrected file. You also have the option to skip invalid rows and commit only the clean ones — audit evidence depends on the entity type.

Question 4

Will a re-import overwrite existing records?

Accepted Answer

Import behavior depends on the entity type. Physician re-imports match on the physician's name (case-insensitive); if a different name shares an NPI with an existing physician, the preview flags it as a possible duplicate. Procedure detail imports respect field-level locking — locked fields are not overwritten by a re-import, which protects verified clinical values.

Question 5

Is there a row limit on CSV imports?

Accepted Answer

CaseTrack Pro handles typical distributor dataset sizes — hundreds to a few thousand rows per import — without issue. If you are migrating a very large historical dataset, contact our team for guidance on batching the import.

Question 6

Which plans include CSV Import & AI Column Mapping?

Accepted Answer

CSV import is included on Basic, Pro, and Enterprise, never Solo. Admin permissions and entity-specific feature gates also apply. Procedure Details imports require Pro or Enterprise.

Question 7

Which import actions have audit evidence?

Accepted Answer

account.imported and physician.imported record created/updated/errors/total; contact.imported records created/errors/total. case.bulk_imported and quota.bulk_upserted record counts. Procedure-detail imports are not promised audit coverage.