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Each xlsx spreadsheet can contain multiple worksheets (the tabs at the bottom of Excel). You can import multiple types of records in the same spreadsheet by including them in different worksheets. You can even split records of the same type across multiple worksheets. Each record type is imported in the order listed below, then in the order of worksheets within a spreadsheet (left to right).
Record type import order:
- Countries
- Contact Type Tags
- Contact Address Types
- Contact Phone / Email Types
- Matter Archive Location
- Matter Contact Types
- Fee Earner Types
- Referral Sources
- Banks
- Forms of Funds
- Users
- Contacts
- Matters
Excel spreadsheets can be uploaded to an Appliance (generally, files are limited to ~10MB) or the Appliance can download a file from another web server (no size limitation).
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TODO: Karen, can you attach some of you examples here, for reference.
Drop Down Lists
The spreadsheet format for drop down lists is very similar. Most have a Name or Label column, and a numeric Sort order and a yes / no IsActive.
Contact Type Tags
Worksheet must start with ContactType eg: ContactTypes
Unique key name: Name
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 100 | Y | N | Name of the contact type, as shown on contact page. Must be unique. |
| Sort | Numeric | N | N | Sort order override. Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Countries
Worksheet must start with CountryList
Unique key name: Name
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 100 | Y | N | Name of the country. Must be unique. |
| Code | Text, max 10 | Y | N | Short code for the country. Must be unique. |
| Sort | Numeric | N | N | Sort order override. Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Users
Worksheet must start with User eg: Users, Users_Active
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