Import Chain of Custody report data
Upload a prepared template file to bulk update chain of custody values.
Bulk update Chain of Custody report data from a template file.
You can save the existing data fields as a template, fill the details, and then upload the file.
When to use this page
Use this action when many custody records need the same update workflow.
Use it only after you review the template and confirm the changes are correct.
Before you start
Confirm that:
you prepared the correct template file
the file contains only the records you want to update
the values are reviewed before upload
you are ready to verify the merge result after processing
Export the current filtered report before uploading. Keep that export as the pre-change reference.
Do not upload a template when its records or values are uncertain. Review the target rows first.
Import and merge Chain of Custody data
Verify the result
After the file is processed, confirm that:
the upload completed without unexpected failures
the intended custody records were updated
the updated values appear correctly in the report
Reopen the affected records and compare them with the reviewed template.
If the result is incomplete, review the template values before you retry. Do not resubmit until you understand which records changed.
Result
The reviewed custody updates are merged and verified in the report.
Next steps
Chain of Custody report — review the updated custody data
Export Chain of Custody report — export the updated report if needed
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