Import CSV

Budget Import CSV
Import Location Settings > Customer > Budgets > Import tab The table below outlines each column included in the template file available at the bottom of the page. Additional Details ...
Wed, Nov 20, 2024 at 2:56 PM
Contact - Additional Locations Import
Import Location Settings > Customer > Import/Export The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provi...
Wed, Nov 20, 2024 at 12:56 PM
Contact Import CSV
Import Location Settings > Customer > Import/Export The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provid...
Thu, Feb 13, 2025 at 3:28 PM
Customer - Additional Locations Import CSV
Import Location Settings > Customer > Import/Export The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provid...
Wed, Nov 20, 2024 at 12:57 PM
Customer Import CSV
Import Location Settings > Customer > Import/Export The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provid...
Wed, Nov 20, 2024 at 3:06 PM
Department Item Import CSV
Import Location Settings > Dockets > Department Items > Import tab The table below outlines each column included in the template file available at the bottom of the page. Additional ...
Wed, Nov 20, 2024 at 12:55 PM
GL Account Import CSV
Import Location Settings > Customer > Import/Export The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provid...
Wed, Nov 20, 2024 at 12:58 PM
Marketing Contact Mapping Import CSV
Notes: At least one column must be present. All columns must be filled to be able to map with useful information. Having more columns than required is possible. Only the first row will...
Thu, Dec 10, 2020 at 1:35 PM
Old Order Import CSV
Import Location Please submit a Support Ticket by clicking on the Issue button in the bottom left corner of your DocketManager screen. This import is done by DocketManager and additional fees app...
Wed, Nov 20, 2024 at 1:13 PM
Payment Import CSV
Payment Import CSV The table below outlines each column included in the Payment-Template.csv file available at the bottom of the page. Additional Details are provided as well as Max Character/Val...
Tue, Nov 19, 2024 at 1:16 PM