Tools, Reports, and Import > Import data - Overview


Import data - Overview

[FOR AMICUS ADMINISTRATOR ONLY]

If you like, import new files and/or contacts to Amicus from data output from another application. Also import contact-file associations if available. Use this function to populate your initial Amicus database, or to later add additional records.

Steps

1.    Ensure that basic Amicus setup is done

        For best results, ensure that Amicus firm members have been added. Also ensure that the following lists are set for the firm—in most cases default values may be set for new records, and in some cases new values may be added from imported records.

o        Firm member user groups

o        File types

o        Billing rate labels

o        Billing statuses

o        Tax rate labels

2.    Export data from other application

        Export the desired data (matter files, contacts, contact-file associations) to CSV format data file(s). In Amicus, you'll identify which particular fields (columns) to import. Use Microsoft Excel to inspect your data files if you like.

3.    Configure the import

        Choose the type of data to import (files, contacts, or contact-file relationships), specify the data file, and choose whether to use a saved configuration template or start from scratch.

        Then map the data fields to Amicus fields, and choose some additional settings specific to your type of import.

        Note that if someone has given you an import template, you can add it to Amicus for use. And you can export a saved template for sharing.

        For details, see Import data - Configuration.

4.    Optionally, save your customization as a template

        For details, see IMPORTANT: Save your customization as a template if desired.

5.    Start the import

        You'll be notified by email when the import is completed. We recommend that you check the results. If necessary, you can undo the last import.

For details, see Import data - Import.

        Import data - Configuration

        Import data - Import

        Import data - Sharing templates

        Import data - Contact import details

        Import data - File import details

        Import data - Contact-file relationship import details


Amicus Cloud (January 2023)

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