How to Import a Spreadsheet into Access Legal Proclaim for Bulk Updates
Overview
Access Legal Proclaim allows users to perform bulk updates to existing matters, including custom fields, by importing data from a spreadsheet. This process involves preparing your data, creating a Data Template, and running an Import job in Update mode. Following these steps ensures accurate mapping and updates to the correct fields.
Steps to Import a Spreadsheet
1. Prepare Your Spreadsheet
Organize your data in a spreadsheet, ensuring each column corresponds to a field in Proclaim.
Save the spreadsheet as a CSV file, as this format is required for the import process.
2. Create or Select a Data Template
Open the Import/Export tool in Access Legal Proclaim.
Create a new Data Template or select an existing one.
Map each column in your CSV file to the corresponding fields in Proclaim, including any custom fields.
Ensure the unique identifier field (e.g., case key) is included in both the CSV file and the Data Template. This field is critical for matching rows to the correct existing matters.
3. Run the Import Job
Start an Import job using the prepared Data Template.
Set the Import mode to "Update" to ensure the data updates existing records rather than creating new ones.
Execute the import process to populate the mapped fields in the matched matters.
Tips and Best Practices
Double-check your Data Template mappings to ensure accuracy before running the import.
Always include the unique identifier field to avoid mismatches or errors.
Save a backup of your data before performing bulk updates.
Common Errors and Troubleshooting
Missing Unique Identifier Field: Without the unique identifier (e.g., case key), Proclaim cannot match rows to existing matters.
Incorrect Mappings: Review your Data Template to ensure all fields are correctly mapped to avoid data being imported into the wrong fields.
By following these steps and best practices, you can efficiently update matters and custom fields in Access Legal Proclaim using spreadsheet imports.