Spreadsheets for Import
- Implementation
Kindly complete the spreadsheets and return it via email to Implementation@SmartAdvocate.com
In the event you need assistance completing the spreadsheets, kindly contact our office.
You must use the exact information found on the sheet in the drop down sections.
Case Information Spreadsheet
Contact Information Individual
Contact Information Organization
For the Case import, complete the information on the spreadsheet using the sample case as an example of the type of data that should be entered into the fields
The following columns will require information directly from your SmartAdvocate system for the upload. Here are the columns and where you will find the information in SmartAdvocate:
Spreadsheet Column Heading | SmartAdvocate Admin Screen | SmartAdvocate Admin Video |
PlaintiffRole_1 | Case Type | |
PlaintiffRole_2 | Case Type | |
CaseGroup | Case Type | |
CaseType | Case Type | |
CaseSubType | Case Type | |
CaseAttorney_Login | Users | |
CaseParalegal_Login | Users | |
Stage | Status Settings | |
Status | Stage Settings | |
DefendantRole_1 | Case Type | |
DefendantRole_2 | Case Type |
For the Contact Import, complete the information on the spreadsheet using the sample case as an example of the type of data that should be entered into the fields
The contact type column will require information directly from your SmartAdvocate system for the upload. The contact type is in the picklist maintenance section under admin.
https://smartadvocate.atlassian.net/l/c/79sdHZPw Once you have completed your spreadsheet for import, save the csv file to your desktop in the exact format.
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.