Import billable and non-billable time. Download File Notes Import Template.xlsx | Info |
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Fields highlighted in green are required when the time entry is billable. |
| Fields | Valid data format | Valid data example(s) |
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| Timekeeper | Import reference | 344b |
| Email address | john.smith@email.dom |
| Participant ID | 27 |
| First Name + Last Name | John Smith |
| Display name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeeper's initials | JDS | | Date | Microsoft Excel formatted date | 11/20/17 |
| European (dd/mm/yyyy) | 20/11/2017 |
| American (mm/dd/yyyy) | 11/20/2017 |
| European long (dd mmm yyyy) | 20 Nov 2017 |
| Month Day Year (mmm dd yyyy) | Nov 20 2017 | | Description | Plain text | This is a description. | | Quick-code | Import reference | te299 |
| Quick-code | pif |
| Description | Processing intake forms |
| Quick-code ID | 3 | | Start time | Default (hh:mm) | 11/20/17 |
| European (dd/mm/yyyy hh:mm) | 20/11/2017 |
| American (mm/dd/yyyy hh:mm) | 11/20/2017 |
| European long (dd mmm yyyy hh:mm) | 20 Nov 2017 |
| ISO (yyyy-mm-dd hh:mm) | Nov 20 2017 | | Hours worked | Number/Decimal (2dp) | 2.25 | | Hours to bill | Number/Decimal (2dp) | 3.75 | | UTBMS activity code | UTBMS code | A105 |
| UTBMS code description | Communicate (within legal team) | | UTBMS task code | UTBMS code | B130 |
| UTBMS code description | Asset Disposition | | UTBMS timekeeper code | UTBMS code | CLKSEC |
| UTBMS code description | Clerk or Secretary | | Associated task | Import reference | 78tsk |
| Task ID | 377 |
| Task Name | File documents | | Associated matter | Import reference | 4485b |
| Matter ID | 31 |
| Matter Name | John Smith Litigation | | Billing behavior | Billing behavior | Bill, No charge, or Hide | | Rate sheet | Import reference | 554 |
| Rate sheet name | Attorney |
| Rate sheet ID | 3 | | Rate sheet hourly price | Number/Decimal (2dp) | 200 | | Rate sheet source | Rate sheet source | Default rate, or Timekeeper rate (if the rate has been overridden for a specific timekeeper) | | Billable amount | Currency (2 decimal places) | 1400 | | Import reference | Plain text | te334 | | Billable flag | Tue or False | True or False |
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