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
Showing posts with label Excel Spreadsheet. Show all posts
Showing posts with label Excel Spreadsheet. Show all posts
Thursday, December 2, 2010
Wednesday, May 26, 2010
Uploading Claims & Leads
Do you manually add claims or sales leads onto a spreadsheet or into a database of some kind? If so, then you know how time consuming it is and you know that time is money.
The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.
Uploading claims: Go to “Interfaces” located in the red “access tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.
Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.
Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.
For more information on this cool feature, give us a call and schedule a personal online demo.
www.casetrackerlaw.com / 800-270-1197
The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.
Uploading claims: Go to “Interfaces” located in the red “access tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.
Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.
Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.
For more information on this cool feature, give us a call and schedule a personal online demo.
www.casetrackerlaw.com / 800-270-1197
Tuesday, April 27, 2010
Leads Log
CasetrackerLaw is not just a web based collection management system that creates a streamlined workflow for a busy collection agency or law firm. There is also a sales department available that will manage your sales force and keep track of all the leads and prospects that are being worked on.
Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.
For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197
Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.
For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197
Wednesday, March 24, 2010
Backup - Download - Upload
CasetrackerLaw has many little features hidden throughout the system. These features are not really hidden, just placed in specific locations with-in the system. The hidden feature I’m discussing today is the “Backup” feature and you will find it in the “settings” department. (Top, right-hand side of any page you go to) The “Backup” feature allows users to download their client list, forwarders list, status history and more.
We have given almost every report and table the ability to download to an Excel spread sheet. In order to check to see if the report you want is downloadable, you must generate the report first. If you don’t see a link at the top of the report, then you’ll know it’s not possible to download that report or list at this time. Check out the “Settings” Department for the Backup feature and experiment to see how your download will work.
For example: I want an Excel spreadsheet of all my “prospects”. I can go to the “Backup” feature, select and click the “prospects” download. A dialog box will appear and ask you to name the file and then either open or save the file. Once you’ve saved your excel spreadsheet, you can do many things with it. You can upload the list into the sales tool as “leads”, email the list to a client so they can upload the prospect leads into their own system. Be creative…
Visit www.casetrackerlaw.com and see what other little hidden features there are to uncover.
We have given almost every report and table the ability to download to an Excel spread sheet. In order to check to see if the report you want is downloadable, you must generate the report first. If you don’t see a link at the top of the report, then you’ll know it’s not possible to download that report or list at this time. Check out the “Settings” Department for the Backup feature and experiment to see how your download will work.
For example: I want an Excel spreadsheet of all my “prospects”. I can go to the “Backup” feature, select and click the “prospects” download. A dialog box will appear and ask you to name the file and then either open or save the file. Once you’ve saved your excel spreadsheet, you can do many things with it. You can upload the list into the sales tool as “leads”, email the list to a client so they can upload the prospect leads into their own system. Be creative…
Visit www.casetrackerlaw.com and see what other little hidden features there are to uncover.
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