...

• Case Contacts: Salesforce will try matching the employees from the Spreadsheet to employees in the system (based on EID). If there is a match, Salesforce will formally connect the employee’s Contact record to the Case. If there is no match, Salesforce will create a new Contact and new Case Contact.

• Transactions: Salesforce will make individual Transactions for every row in the Spreadsheet. It will populate all the applicable fields from the Spreadsheet in the Transaction record.

Manually

...

Creating a Transaction

You can manually add/create a Transaction in a Case as well. To do this, follow these steps:

...