Tools, Reports, and Import > Import data - File import details


Import data - File import details

[FOR AMICUS ADMINISTRATOR ONLY]

This topic covers the import features specific to the importing of new matter files to Amicus.

Required fields

        File Name must be mapped. A file without a File Name cannot be imported.

Optional field

        Optionally, a file can be mapped by  Matter ID. Associating a file by ID ensures that duplicate (or similar) files do not impact the ability to import the file into the system.

        Optionally, contacts can be mapped by  Import Contact ID. Associating a contact by ID ensures that duplicate (or similar) names do not impact the ability to import into the system.

        Optionally, contacts can be mapped by  Import Contact ID. Associating a contact by ID ensures that duplicate (or similar) names do not impact the ability to import into the system.

Rules

        Existing files are not overwritten. Only new files are added.

        Duplicate files (files with the same file name) are not imported.

        Only the Matter ID portion of a Client Matter ID is imported.

Special settings

        Responsible lawyer – Firm member to be assigned if a file lacks this data. Or choose to not import the file in this case. Imported files are not necessarily shared with the Amicus administrator.

        Sharing – Who to share the file with if it lacks firm member/group sharing information—the file's "Responsible Lawyer" or a specified firm member/group.

        Status – Status to assign if a file lacks this data (e.g. "Active").

        Billing status – Status to assign if a file lacks this data (e.g. "Regular Billable").
If a file's billing status isn't defined in Amicus, choose whether it should be added to the Amicus list and assigned to the file—otherwise the default will be assigned.

        Billing rate label – Label to assign if a file lacks this data (e.g. "Normal").
If a file's billing rate label isn't defined in Amicus, choose whether it should be added to the Amicus list and assigned to the file—otherwise the default will beassigned.

        File type – Type to assign if a file lacks this data (e.g. "General").
If a file's file type isn't defined in Amicus, choose whether it should be added to the Amicus list and assigned to the file—otherwise the default will be assigned.

        Opened/closed date – Date to assign if a file lacks an opened date, or it is a closed file and lacks a closed date—"Today" or a particular other date.

        Date formatting – How dates are formatted in the data file (e.g. "MM/DD/YYYY").

        Import data - Overview

        Import data - Configuration

        Import data - Import

        Import data - Log Output


Amicus Cloud (January 2023)

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