Timekeeper File Import Wizard

$images\btn_mini.jpg$ Related Topics $images\btn_mini.jpg$ Getting Started

The Timekeeper File Import Wizard allows you to import a Comma-Separated Values (CSV) file that contains information about people who bill time against matters in eCounsel. Electronic invoices can then be submitted to eCounsel for the timekeeper and any business rules (such as a maximum billing rate, etc.) can be enforced.

eCounsel imports timekeeper information as follows:

§ If the vendor identifier does not match the tax identifier in eCounsel for an entity, the import will fail.

§ If a timekeeper does not exist in eCounsel, but the vendor does, the wizard will add a new people record for the timekeeper and create an employment record for the timekeeper with the vendor.

§ If the both the vendor and timekeeper already exist in eCounsel, but the timekeeper is not an employee of the vendor, the wizard will create an employment record for the timekeeper with the vendor.

§ If both the vendor and timekeeper already exist in eCounsel and the timekeeper is an employee of the vendor, the following will occur: A new employment record with the updated billing information will be added for the timekeeper for the vendor if the billing rate in the import file does not equal the primary rate in eCounsel. In addition, the previous employment record will be modified with the begin date for the new rate as the end date for the record. If multiple employment records already exist and the rates do not match, a new record will be created and no other employment records will be modified (although a warning message will appear for the situation).

§ If the timekeeper already exists in eCounsel, but the communication information differs from the existing information, eCounsel creates a new communication record with the imported information.

$images\icn_exclaim.jpg$ The Timekeeper File Import Wizard can only import a maximum of 500 records from the import file at one time. If you are importing more than 500 records, use multiple import files and repeat the steps to import each one separately.

Welcome Fields

File Name – The path to the CSV file that contains the timekeeper information.

Browse button – Click to locate the file using the Choose file dialog box, or enter the file name (with full path to the file) manually.

Review and Update Fields

Filter – The name of the filter being used to display records on the screen.

Filter button – Click to change the filter.

Checkbox – Click to select records to import.

Change Type – An indication of the type of action being performed on the record. Valid actions are “Update”, “New”, and “Error”. All rows with “Error” cannot be imported until the error is resolved.

Admin Number – An identifier for the person.

Prefix – A manner of addressing the person (such as Dr., Mr., Ms.).

Last Name – The surname of the person.

First Name – The given name of the person.

Middle Name – The middle name of the person.

Suffix – Any additional information (such as Jr.) for addressing the person.

Title – The job title of the person.

Job Classification – The type of job done by the person.

Business Phone – The telephone number that should be marked as a business number.

Cellular Phone – The telephone number that should be marked as a mobile number.

Fax – The telephone number that should be marked as a facsimile number.

E-mail – The address to contact the person electronically.

Race/Ethnicity – An indication of the person’s genetic heritage.

Gender – The gender (Male or Female) of the person.

Rate – The monetary amount billed by the person.

Billing Method – The manner in which the person will bill for the matter.

Currency – The type (such as US Dollars) of currency at which the invoice is billed.

Begin Date – The date on which billing on a matter can begin for the person.

End Date – The date on which billing on a matter will cease for the person.

Number of records in import file – The total number of rows in the import file.

Confirm Changes Fields

A summary of the changes that will be made to eCounsel.

Results Fields

A summary of the changes that were made to eCounsel.

Buttons

Back – Click to access the previous screen of the wizard.

Next – Click to access the next screen of the wizard.

Cancel – Click to close the wizard without saving any changes.

Save – Click to save the changes to eCounsel.

Print – Click to send the information to the default printer.

Import Another File – Click to return to the first screen of the wizard to process another import file.

Close – Click to close the wizard without saving any changes.