Upload Firm Matter Data
Rather than entering the information, you can upload a file that contains firm data for consolidated billing matters.
note
You must manually update any incorrect firm matter information that is uploaded. You can use upload to overwrite information, but not to delete information.
tip
Before you begin, you may find it helpful to review the format requirements for the upload file. The file specification includes the details necessary to prepare an upload file, and can be shared with a person who prepares upload files containing the firm matter information. Tracker supports .csv, tab-delimited .txt, and pipe-delimited .txt files. The preparer does not need access to Tracker.
Uploading Firm Matter Data
- ClickBillingin the left navigation.
- Click theMatter #s uploadtab.note
- IfMatter #s uploadis not displayed ask your Tracker Firm Administrator or Tracker Firm Office Administrator to select theEnable Firm Matter Data Uploadcheck box in your Tracker administrative profile.
- If a matter does not display onMatter #s uploadthen you cannot use Firm Matter Data Upload for the matter.
- Select the format of the file you want to upload. The selections include:
- CSV (comma separated value)
- Text file (tab delimited)
- Text file ("pipe" delimited)
- Select theTest Onlycheckbox if you want to view success and failure results without making any actual changes to the matters.
- ClickBrowsethen navigate to and select the file you want to upload. The maximum file size you can upload is 50 MB.
- ClickUpload.noteYou must manually update any incorrect firm matter information that is uploaded. You can use upload to overwrite information, but not to delete information.
- TheRESULTSsection displays the summary and detailed results. If you want to send the results to a file preparer who does not have access to Tracker, you can clickExport to Excelto save the results to a spreadsheet.