Uploading To CasetrackerLaw Via Excel Spreadsheets

Having the ability to upload an Excel spreadsheet that contains hundreds or even thousands of claims or even clients to the CasetrackerLaw system is an easy task if done correctly. And it’s fast too.

The first thing you want to do is “clean” your spreadsheet. This means, take out everything except the information you want to populate the fields in the system. Each column must have a “header”, even if the “header” is NA or you can delete the column all together. There will usually be the name of the company or firm along with their mailing address. If there are commas or quotations or any other character that is not an actual letter, get rid of it. These characters will affect the way the information populates the merge fields.

Once you’ve “cleaned” your spreadsheet and saved it as a CSV, you are ready to upload your information. Go to “Interfaces” found either in the “Access Tabs” or the features dropdown menu on the left side of your system. Then select “CSV Interfaces”, browse your computer for the spreadsheet, name it, select the Direct Creditor/Forwarders and upload. (Selecting a Creditor/Forwarder is required, do not select “All”) The next page is where you will map your fields. The left side is your spreadsheet headers and the right dropdown menus are the merge options. Select the appropriate merge fields from the right, if you don’t see a field you want, use NA, then “Submit”.

If the information doesn’t populate the fields correctly, then something was wrong with your spreadsheet. Delete all the new claims back out by using “Delete Claims – Bulk Delete” found in the “Settings”. Recheck your spreadsheet & try it again.

If you still have problems, call the IT department for help. 954-755-1763 Direct