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- Dropdown Field Options - the options for a dropdown field in a custom data collection
Import order suggestions
The order below is what we would suggest that anyone performing all of the imports should do. This takes into account data that is dependent upon previous imports to establish a logical order.
This assumes the user has set up the items needed for each import to be successful. This includes setting up participant types, action types, rate labels, expense templates, and fee income accounts where necessary.
Items falling under the same number can be performed in any order, as their dependencies will be covered by previous imports by the time they are listed.
Contacts - no dependency
Contact notes - dependent upon contacts import
Contact relationships - dependent upon creating relationships
Default contact types - dependent upon setting up participant types
Matters - dependent upon contacts
File notes - dependent upon matters
Mult-row data - dependent upon matters(contacts, if Linked-participant data field is supported)
Trust accounts - dependent upon matters
Trust Receipts and Trust Payments
Expenses/Disbursements - dependent upon matters/contacts
Parties - dependent upon matters/contacts
Dropdown fields - (potentially) dependent upon multi-row data
Quick-codes - no dependency
Tasks - dependent upon contacts, optionally matters, optionally quick-codes
Time entries - dependent upon contacts, optionally matters, optionally quick-codes
Accounts receivables - dependent upon matter/contacts/account setup
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| title | File Notes Import Reference |
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Download File Notes Import Template.xlsx | Fields | Valid data format | Valid data example(s) |
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| File Note Identifier | Import reference | 243 |
| File Note ID |
| | Matter | Import reference | 4485b |
| Matter ID | 31 |
| Matter Name | John Smith Litigation | | Note text | Plain text | This is a file note. | | Note date | Microsoft Excel Formatted Date | 14 Sep 2017, 9/14/2017, etc | | Created by | Import reference | 12887 |
| Email address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers initials | JDR | | Note type | Note type | System, User | | Import reference | Plain text | 243 |
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| title | Parties Import Reference |
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Download Parties Import Template.xlsx | Fields | Valid data format | Valid data example(s) |
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| Matter | Import reference | 4485b |
| Matter ID | 31 |
| Matter Name | John Smith Litigation | | Contact | Import reference | 12887 |
| Email Address | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display Name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers Initials | JDS | | Party type | Participant Type ID | 14 |
| Participant Type Name | Client, Attorney, Paralegal, etc. |
| Info |
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Participant type custom data can also be imported. Data format is determined by the custom field type. |
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| title | Tasks Import Reference |
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Download Tasks Import Template.xlsx | Fields | Valid data format | Valid data example(s) |
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| Matter | Import reference | 4485b |
| Matter ID | 31 |
| Matter Name | John Smith Litigation | | Task name | Plain text | Do this task | | Task description | Plain text | This is a task description | | Status | Status | Complete, Incomplete | | Assigned to | Import reference | 12887 |
| Email Adress | email@example.eml |
| Participant ID | 27 |
| First + Last Name | John Smith |
| Display Name | Smith, John || John Davis Smith - Set in System preferences > Contact name format |
| Timekeepers Initials | JDS | | Due date | Microsoft Excel formatted date | Any date formatted in Excel |
| European (dd/mm/yyyy hh:mm:ss) | 14/09/2017 10:26:22 |
| American (mm/dd/yyyy hh:mm:ss) | 09/14/2017 10:26:22 |
| European long (dd mmm yyyy hh:mm:ss) | 14 Sep 2017 10:26:22 |
| Month Day Year (mmm dd yyyy hh:mm:ss) | Sep 14 2017 10:26:22 | | Priority | Priority | Low, Normal, High | | Created date | Microsoft Excel formatted date | Any date formatted in Excel |
| European (dd/mm/yyyy hh:mm:ss) | 14/09/2017 10:26:22 |
| American (mm/dd/yyyy hh:mm:ss) | 09/14/2017 10:26:22 |
| European long (dd mmm yyyy hh:mm:ss) | 14 Sep 2017 10:26:22 |
| Month Day Year (mmm dd yyyy hh:mm:ss) | Sep 14 2017 10:26:22 | | Completed date | Microsoft Excel formatted date | Any date formatted in Excel |
| European (dd/mm/yyyy hh:mm:ss) | 14/09/2017 10:26:22 |
| American (mm/dd/yyyy hh:mm:ss) | 09/14/2017 10:26:22 |
| European long (dd mmm yyyy hh:mm:ss) | 14 Sep 2017 10:26:22 |
| Month Day Year (mmm dd yyyy hh:mm:ss) | Sep 14 2017 10:26:22 | | Import reference |
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| | Create time entry when complete flag | True or False | TRUE, FALSE |
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