Field Name

Data Type

Required

Import Rules

Member Number

number or string

Yes

Must be unique.

Email

string

Yes

Must be unique.

First Name

string

Yes

Middle Name

string

Last Name

string

Yes

Initials

string

Known As

string

Job Title

string

Note

string

Member Type

string

Enter the member type name.

These are defined in Firm Settings Member Types table

Security Group

string

Enter the security group name.
​

Options: "User", "Admin". Default is "User".

Bill Rate

number or string

Member level Bill Rate

Status

string

Options: "Inactive", "Invited". Default is "Invited".

Location

string

Enter the location name.

These are defined in Firm Settings Locations table

Division

string

Enter the division name.

These are defined in Firm Settings Divisions table

Timezone

string

Enter the timezone name.​

Options: "Pacific/Honolulu",

"Canada/Atlantic",
"America/Juneau", "America/Los_Angeles", "America/Phoenix", "America/Denver", "America/Chicago", "America/New_York", "America/Indiana/Indianapolis",
"Europe/Kiev".

Default is "America/New_York"

Reference: Time Zone List

LEDES Timekeeper Code

string

​Options: This is set in Firm Settings Configuration and depends on the version you

LEDES Timekeeper ID

string

Bar Numbers

string

Supports comma separated list.

State is in parentheses and bar number is next to it. ​Example: (FL) 542222.

Home Phone 1

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Home Phone 2

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Work Phone 1

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Work Phone 2

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Mobile Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Fax Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Assistant Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Other Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Work Address 1

string

Work Address 2

string

Work Address 3

string

Work City

string

Work State

string

This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Work Postal Code

string

Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Work Country

string

Home Address 1

string

Home Address 2

string

Home Address 3

string

Home City

string

Home State

string

This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Home Postal Code

string

Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Home Country

string

Billing Address 1

string

Billing Address 2

string

Billing Address 3

string

Billing City

string

Billing State

string

This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Billing Postal Code

string

Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Billing Country

string

Other Address 1

string

Other Address 2

string

Other Address 3

string

Other City

string

Other State

string

This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Other Postal Code

string

Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Other Country

string

Field Name

Data Type

Required

Import Rules

Contact Number

number or string

Yes

Must be unique.

Import Number

string

For reference purposes only.

Is Client

boolean

Yes

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Is Company

boolean

Yes

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Originator Number

number or string

Yes

This is the member's number.

These are defined in Members table

Manager Number

number or string

Yes

This is the member's number.

These are defined in Members table

Creator Number

number or string

Yes

This is the member's number.

These are defined in Members table

Company Name

string

Conditional

Required when "Is Company" is "Y"

Company Website

string

​Note: Must contain "http://" or "https://" for a valid website address.

Salutation

string

Options: "Dr.", "Honorable", "Mrs.", "Mr.", "Ms.", "Rev"

First Name

string

Conditional

Required when "Is Company" is "N"

Middle Name

string

Last Name

string

Conditional

Required when "Is Company" is "N"

Title

string

Status

string

Options: "Active", "Archived", "Inactive", "Prospective". Default is "Active".

Tags

string

Supports comma separated list.

Bio

string

Billable

string

​Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Minimum Trust Amount

number or string

Default LEDES Enabled

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Require UTBMS Codes

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Billing Note

string

Billing Cycle

string

Enter the billing cycle name.

These are defined in Firm Settings Billing Cycles table

Billing Type

string

Enter the billing type name.

These are defined in Firm Settings Billing Types table

LEDES Expense Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Expense"

LEDES Activity Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Activity"

LEDES Task Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Task"

LEDES Timekeeper Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Timekeeper"

Work E-mail Address

string

Supports semicolon separated list.

Home E-mail Address

string

Supports semicolon separated list.

Billing E-mail Address

string

Supports semicolon separated list.

Other E-mail Address

string

Supports semicolon separated list.

Home Phone 1

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Home Phone 2

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Work Phone 1

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Work Phone 2

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Mobile Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Fax Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Assistant Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Other Phone

string

Supports semicolon separated list.

Format with the 10 digit US number and any extensions will be separated by a space.
​
​Example: 2015551234 ext.67

Work Address 1

string

Work Address 2

string

Work Address 3

string

Work City

string

Work State

string

Note: This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Work Postal Code

string

​Note: Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Please note that Excel may strip out the leading, beginning, 0 before all zip codes.

Work Country

string

Home Address 1

string

Home Address 2

string

Home Address 3

string

Home City

string

Home State

string

Note: This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Home Postal Code

string

​Note: Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Please note that Excel may strip out the leading, beginning, 0 before all zip codes.

Home Country

string

Billing Address 1

string

Billing Address 2

string

Billing Address 3

string

Billing City

string

Billing State

string

Note: This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Billing Postal Code

string

​Note: Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Please note that Excel may strip out the leading, beginning, 0 before all zip codes.

Billing Country

string

Other Address 1

string

Other Address 2

string

Other Address 3

string

Other City

string

Other State

string

Note: This must be the two letter US state abbreviation or the full US state name. (e.g. "FL" or "Florida")

Other Postal Code

string

​Note: Make sure that all zip codes are 5 digits for US zip codes. (e.g "32082")

Please note that Excel may strip out the leading, beginning, 0 before all zip codes.

Other Country

string

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Yes

Must be unique.

Import Number

string

For reference purposes only.

Matter Name

number or string

Yes

Client Number

number or string

Yes

This is the contact's number.

These are defined in Contacts table

Creator Number

number or string

Yes

This is the member's number.

These are defined in Members table

Originator Number

number or string

Yes

This is the member's number.

These are defined in Members table

Manager Number

number or string

Yes

This is the member's number.

These are defined in Members table

Default Billing Contact Number

string

This is the billing contact's number.

These are defined in Contacts table

Status

string

Yes

Options: "Active", "Closed", "Completed", "Archived"

Tags

string

Supports comma separated list.

Description

string

Matter Type

string

Yes

Enter the matter type name.

These are defined in Firm Settings Matter Types table

Matter Subtype

string

Enter the matter subtype name.

These are defined in Firm Settings Matter Subtypes table

Jurisdiction

string

Enter the jurisdiction name.
​

These are defined in Firm Settings Jurisdictions table

Billing Type

string

Enter the billing type name.

These are defined in Firm Settings Billing Types table

Billing Cycle

string

Enter the billing cycle name.

These are defined in Firm Settings Billing Cycles table

Fee Type

string

Options: "Fixed", "Hourly".

Fee Amount

string

If "Fee Type" = "Fixed", this amount must be greater than 0.

Billing Note

string

Bill Estimate

string or number

Minimum Trust Amount

string or number

LEDES Enabled

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Require UTBMS Codes

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

LEDES Client/Matter ID

string

Archived At

date string

Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Completed At

date string

Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Closed At

date string

Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Statute of Limitations

date string

Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

LEDES Expense Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Expense"

LEDES Activity Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Activity"

LEDES Task Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Task"

LEDES Timekeeper Codeset

string

Enter the LEDES codeset name.

These are defined in Firm Settings LEDES Codesets table, Code Type = "Timekeeper"

Field Name

Data Type

Required

Import Rules

Task Number

number

Yes

Must be an integer and unique.

Import Number

string

For reference purposes only.

Matter Number

number or string

Yes

This is the matter's number.
​

These are defined in Matters table

Task Name

string

Yes

Task Description

string

Start Date

date string

​Format: MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Due Date

date string

Format: MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Duration

string

This is the duration in days.

Assignee Number

string

This is the member's number that was assigned to this task.
​

These are defined in Members table

Assigned By Number

string

This is the member's number that the task was assigned by.
​

These are defined in Members table

Priority

string

Options: "High", "Medium", "Low"

Status

string

Options: "Ready", "In Progress", "On Hold", "Stuck", "Completed", "Closed". Default is "Ready"

File Url

string

Fee Type

string

​Options: "Hourly", "Fixed"

Budget Hours

number or string

Budget Amount

number or string

Task Type

string

Enter the task type name.
​

These are defined in Firm Settings Task Types table

Completed At

date string

​Format: MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Closed At

date string

​Format: MM-DD-YYYY or MM-DD-YY.

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Tags

string

Supports comma separated list.