Importing New Files in a Batch

Overview

This document details how to import files using a batch process and Excel. Opposed to creating files individually, this feature allows you to save time and effort by creating many new files at once. To use this feature, you will be instructed to download a template or build one of your own, edit the template to correspond to fields in CMPOnline, and upload your customized template to CMP.

Preparing and Uploading the Template 

Navigate to Tools > Data Import > Excel Placements:

• Click on the word here (in the NOTE box) in CMPOnline to download a customizable template.
  NOTE: You may use your own csv template. Choice of data to match the appropriate CMPOnline fields is available in the next step.

• Edit the template with the data, ensuring that each column corresponds to a CMPOnline field while each row represents a new case file. IMPORTANT: Each Client must have a unique spreadsheet, which is chosen when you complete the import step.
• Customize the columns to your needs for mapping, then save.
• On the Tools > Data Import > Excel Placements screen, click here to browse for your prepared file or drag/drop it into the upload area and click Next.

Mapping template fields to Case Master fields

Always include either the Account Number or Litigation Case Number in the template fields and populate the value for each row in the template/spreadsheet or the entire row/record will be skipped. If you intend to add a debtor to the imported case file, you must map the OpponentLastOrganizationName field for the debtor and the values must be populated in the template/spreadsheet. To map fields:

• Search or scroll to select fields.
  Note: The column of fields on the left relate to the template/spreadsheet while the column of fields on the right relate to fields in CMPOnline.
• Select/highlight the corresponding fields from each column and click Map Fields.
• Once fields have been mapped, you can view them in the mapped fields grid: 
• Review all mapped fields for value and placement accuracy.

NOTE: The fields that you have mapped together in the Mapped Fields section mean the values in the spreadsheet field will go into the CMP field. Once imported, data will have to be re-mapped manually on a file by file basis. 

• To Unmap a field, simply select/highlight the field pair in the Mapped Fields grid and click Unmap Field.

• Both the template/spreadsheet field and the CMP field become available again to remap correctly. 
• After all fields have been mapped correctly, click Next.

NOTE: Please see the Saving Field Mapping Template below prior to clicking next if you wish to reuse the same spreadsheet template and mappings for future imports.

Completing the Data Import

• Select the Client from the required dropdown.
• Enter Referral Date, required. 
• Enter values in other optional fields as needed and click Import.

Reviewing Potential Files

Navigate to Tools > Data Import > Potential Files. This grid contains all of the imported rows/records from your spreadsheet. Using this grid you can:

• Filter and sort the grid to ensure accuracy before permanently importing the rows/records using the Filters section (click on the green +): 
• Filter and sort the grid using the controls at the very top of the grid: search box, filter, and the sort in each column.  
• Edit the records in the grid. Click Edit on the bottom right or the edit icon above the grid.  
• Select All of the records to be imported by clicking Select All at the bottom left of the grid
  – OR –
• Select None of the records to be imported by clicking Select None at the bottom left of the grid. 
• Add a new record: If a record was missed (e.g. a required field was omitted), the user can click Add New on the bottom right (or the plus icon above the grid) and add that record to the grid to be imported with the other records. 
• Create the records: After all decisions/changes have been made, the user can click Create Case Files and the records that have been selected will be created. 
• Export the records to Word, Excel, PDF or Print the records using the buttons at the top right of the grid. 
• Clean up the Potential Files grid: you can select rows/records to be deleted by clicking on the check box to the very left of the row and clicking Delete (or the minus icon at the top of the grid) for one, or Delete Selected for multiple. 

Creating and Verifying Case Files

• Select the files to create in the Potential Files grid by checking the checkbox in the left-hand column.
• Click Create Case Files.
• Enter a Starting Case File Number and click Create. 

NOTE: If there is a Preferred File Number in the mappings, CMP will attempt to create your file using the file number provided in the spreadsheet. 

• Using the Search Bar at the top of the page, navigate to one of the newly created case files to confirm successful import.

Saving Field Mapping Template

If you import a standard template regularly, it is recommended to save the Mapping for ease of import. To save your New Template:

• Complete all the field mappings and review them for accuracy. 
• Click the Save icon next to “Mapped Fields”.
• In Filter Name, enter a name that is meaningful to this import and click Save.
  

Using a Saved Field Mapping Template

Once you have saved your Mapped Fields for your regularly imported templates, you can easily re-use.

• Follow the steps in Preparing and Uploading the Template above.
• Instead of re-mapping the fields, click the Folder icon above the Mapped Fields grid.
• Choose the appropriate Mapping for the template/spreadsheet being imported by clicking the blue arrow to load the map.
  NOTE: If a Mapping is not showing in the list, toggle the “Show All Users?” button to True.

• The chosen map will load and automatically remap the fields in the Template/spreadsheet to the CMP Fields according to the Saved mappings.
• Continue by Completing the Data Import  as outlined above.

Importing New Files Video Highlight