Importing Overview Video

The Data Import Tool is a powerful and flexible utility for importing and updating data. The tool supports your data in XLSX (preferred), XLS, and CSV formats. 

• Import Types
• Before Importing Data
• Using the Data Import Tool
• Rollback Import
• Import History
• Import Data Type Reference

Import Types

The Import data screen shows the various import types that can be used.

Matter import types

• Matters - matter information, matter billing settings, and custom data
• File Notes - file notes and system notes
• Multi-row Data - multi-row custom data for one or more matters
• Parties - add parties to matters
• Tasks - add or update matter-associated and non-matter-associated tasks
• Trust Accounts -add or update a Trust account for one or more matters

Contact import types

• Contacts - contacts and their accounting settings
• Contact Notes - system or file notes on a contact record
• Contact Relationships
• Default Contact Types - assign default contact types to a contact

Billing import types

• Time Entries - time entries for timesheets
• Disbursements/Expenses - disbursements/expenses for timesheets
• Quick-codes - add quick-codes and designate where they can be used in the system
• Accounts Receivable - Imports your outstanding debtor balances split for each Fee credit lawyer by fees and Disbursements

Custom data import types

• Dropdown Field Options - the options for a dropdown field in a custom data collection

Before Importing Data

Collect your data

Data must be in XLSX, XLS, or CSV format.

Check your data

See Import Type Reference for acceptable data formats and a complete list of fields.

Useful Tips for Importing Data

• Try import 1 row of data first before attempting large files to make sure everything works as expected
• If you are worried about breaking your live system, consider signing up for a trial to test importing your data first, then run on your live system
• Use a Microsoft Excel (xls or xlsx) file instead of CSV. This removes some common issues like date formatting
• Review your data before importing by opening in excel and review a few lines to make sure there is no unusual data or poorly named columns
• Most importantly, take your time with the import and don't rush!

Using The Data Import Tool

Select “Start import” on your desired import

Upload file

• File to import
  • Supported formats - XLSX (preferred), XLS, and CSV
• Import mode
  • Insert new data - Add records
  • Update existing data - Update records
• File type - format of the file to import

Select Next

Map columns

Column header

Actionstep attempts to automatically match the column headers to a corresponding field in Actionstep.

Field in Actionstep

Here, you match your column to a specific field in Actionstep. ANY column can be mapped to ANY field. That is, the column headers can be Actionstep field names OR be named something else.

Your data format

This column allows you to specify the format of the data in your import.

Data

Mapping

Select Next

Map data

This screen will confirm that data is being mapped properly.

If the value is incorrect, it can be changed.

If the value is correct, select Next verify the Actionstep values for other import items.

Confirm

A message will display with the number of items being imported.

To confirm the import, select the Begin import process button.

After import

A screen will be displayed with the status of the import.

If, for any reason, you need to undo the import, select “Attempt a rollback?”

Rollback Import

After choosing to do a rollback, you will have to confirm the deletion of the previously imported data and select “Start rollback.”

Once rolled back, a status message will be shown that indicates whether or not the rollback has been successful.

If the rollback was unsuccessful, a CSV with the failed records and failure reason can be downloaded.

Import History

Every import is recorded in the History section of the import screen.

Created

Can be selected to view import summary or attempt a rollback:

Import

Displays the type of import and file used

Status

Displays the status of the import. If an import is pending, it can be selected and finished.

Total

Number of records imported, updated, or rolled back.

Data Import Type Reference