Import Custom Fields into a Case Type

Use Import Custom Fields when you have a spreadsheet column full of values that should become Kayse custom fields for one case type.

Kayse reads the uploaded .xlsx file, lets you choose one column, and then imports each unique non-empty value from that column as a custom field on the selected case type.

When to use it

Use this when:

• you received a spreadsheet with field names or intake labels you want to keep
• you need those fields available on one specific case type
• you want the imported fields to appear in CRM Mappings for that same case type

How it works

1. Upload an .xlsx spreadsheet
2. Choose exactly one column
3. Kayse imports each unique non-empty value from that column
4. Fields already attached to the case type are skipped automatically

Imported values are normalized into Kayse custom-field keys before they are saved.

Import from the Case Types page

1. Go to Company Settings -> Case Types
2. Open the case type you want to update
3. In Custom Fields, click Import Custom Fields
4. Upload your spreadsheet
5. Select the spreadsheet column you want to import
6. Click Import

Import from CRM Mappings

1. Go to Settings -> Integrations and open the integration you use
2. Open the CRM Mappings tab
3. Select the case type you want to configure
4. Click Import Custom Fields
5. Upload your spreadsheet
6. Select the spreadsheet column you want to import
7. Click Import

What happens next

After import:

• the new custom fields are attached to the selected case type
• they are available anywhere that case type uses custom fields
• they appear in the CRM Mappings picker for that case type

Notes

• Only .xlsx files are supported in this workflow
• Kayse imports one column at a time
• Empty values are ignored
• Duplicate values are imported once

Related articles

• Managing Cases
• CRM Field Mapping