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.

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 (July 2023)