How to import a Matter List
Overview: This will walk you through the steps on how to import a matter list from an excel spreadsheet.
Step 1: On the Dashboard Page select MISCELLANEOUS and Import Data
This will open up the Start Import Data Steps Page
Step 2:Select Import Matter List.
Step 3: Select the Trust Account you want to import the Matter List into
Step 4: Choose the file to import and select Next
Step 5: On the Map Data Page- Match the Matter Name to the corresponding fields from your spreadsheet, Match the Client Name and Matter Number as well. Then select Next
Step 6: Confirm the data is correct and select the check box next to the items you want to import in. Then select Import Data
Note: you will see a processing screen. Congrats you have imported your data. You can confirm the matters where imported in under Matters and View Matter List
Note: You can confirm the matters where imported in under Matters and View Matter List