Upload Firm Matter Data

Rather than entering the information, you can upload a file that contains firm data for consolidated billing matters.
Uploading Firm Matter Data
  1. Click
    Billing
    in the left navigation.
  2. Click the
    Matter #s upload
    tab.
  3. Select the format of the file you want to upload. The selections include:
    • CSV (comma separated value)
    • Text file (tab delimited)
    • Text file ("pipe" delimited)
  4. Select the
    Test Only
    checkbox if you want to view success and failure results without making any actual changes to the matters.
  5. Click
    Browse
    then navigate to and select the file you want to upload. The maximum file size you can upload is 50 MB.
  6. Click
    Upload
    .
  7. The
    RESULTS
    section displays the summary and detailed results. If you want to send the results to a file preparer who does not have access to Tracker, you can click
    Export to Excel
    to save the results to a spreadsheet.