# Amazon Connect Cases CSV export — enablement checklist

Use with the [Cases CSV export GA guide](https://www.factualminds.com/blog/amazon-connect-cases-csv-export-agent-workspace-2026/). Verified against AWS What’s New (**2026-08-04**) and [Export cases to CSV](https://docs.aws.amazon.com/connect/latest/adminguide/case-bulk-export.html) as of **2026-08-07**.

## Region gate

Cases (and therefore workspace CSV export) is available in these **10** Regions only:

- US East (N. Virginia), US West (Oregon), Canada (Central)
- Europe (Frankfurt), Europe (London)
- Asia Pacific (Seoul, Singapore, Sydney, Tokyo)
- Africa (Cape Town)

- [ ] Instance Region is in the list above
- [ ] Stakeholders know export is unavailable outside these Regions

## Security profile (least privilege)

Prerequisite: agent security profile includes **Cases - Export** (`Cases.Export`). Enabling Export automatically grants **View** case if missing.

- [ ] Inventory which roles need offline share (legal liaison, vendor ops, team leads) — not all agents
- [ ] Create or clone a security profile with **Cases - Export** for that subset only
- [ ] Confirm Export button is **hidden** for profiles without the permission
- [ ] Document who approved the permission grant (ticket / change record)

## Column / PII review before first export

In the export modal, columns default to what the search results table shows. Agents can add/remove fields.

- [ ] Define an approved column set for vendor / legal shares (status, title, queue — avoid free-text notes with PII unless required)
- [ ] Train agents: remove phone, email, SSN-equivalent, payment fields unless the recipient is authorized
- [ ] Confirm UTF-8 BOM CSV opens correctly in Excel / Sheets for your locales
- [ ] Note filename pattern: `Cases-export-YYYY-MM-DD.csv`

## When to use CSV vs API / analytics

| Path | Use when | Avoid when |
| ---- | -------- | ---------- |
| Workspace CSV export | Ad-hoc share with legal/vendor; offline spreadsheet analysis; one-off reports | Recurring BI dashboards; automated sync; > agent-selected batches |
| Cases API / EventBridge / analytics | Scheduled extracts, warehouse loads, audit trails | One-off human share that does not justify pipeline cost |
| Screenshots / copy-paste | Never for production case sharing | Always — no field control, no audit trail |

- [ ] Recurring weekly case metrics → plan API/analytics path, not CSV email loops
- [ ] One-off legal request → CSV with approved columns + Export permission

## Smoke test

1. Log in as a user **with** Cases - Export
2. Open agent workspace → case search → filter a known small set
3. Select cases → **Export** → choose approved columns → download
4. Open CSV; verify headers are display names; empty fields are blank cells
5. Log in as a user **without** Export — confirm button is absent

## Related

- [Amazon Connect consulting](https://www.factualminds.com/services/amazon-connect/)
- [Security profile permissions for Cases](https://docs.aws.amazon.com/connect/latest/adminguide/assign-security-profile-cases.html)