This applies primarily to list-type column headers for General Attributes or Custom Attributes that either: 1) have lists of values in the system, or 2) only accept one of two values (i.e., YES/NO, ON/OFF, ACTIVE/INACTIVE). 

For lists of values, the values are case-sensitive and must match the formatting, spacing, and spelling that appears in the system. 

Examples of list-type attributes for new matters:

• Legal Entity

• Matter Group

• Matter Status (i.e., Draft, Open, or Closed)

• Matter Lead (i.e., valid/existing/active email address)

Examples of list-type attributes for new vendors:

• Status (i.e., ACTIVE or INACTIVE)

• Default Cost Code

• Default Matter Group

• Default Template

• Accruals (i.e., ON or OFF)

Examples of list-type attributes for new cost codes:

• Status (i.e., ACTIVE or INACTIVE)

Custom attributes depend on settings in your environment.  

This applies to column headers for the following:

• Invoice Approvers Level 1 (All of): Requires email address(es) of valid/active/existing Unity user(s) or User Team names when creating new matters or vendors.

• Invoice Approvers Level 2 (All of): Requires email address(es) of valid/active/existing Unity user(s) or User Team names when creating new matters or vendors.

• Vendors: Requires the system-generated Vendor ID(s) to assign vendors when creating new matters.

If entering more than one value for any of the above, they must be separated by semicolons (;) for successful processing. 

Examples of values for Invoice Approvers:

Single reviewer (one email address):

[email protected]

Two reviewers (two email addresses):

[email protected]; [email protected]

If assigning one or more vendors to a new matter, you must enter the system-generated Vendor ID(s). For more details about assigning Invoice Approvers and Vendors while creating new matters in bulk, click here.

This applies to column headers for General Attributes and Custom Attributes that accept dates in the following format:

YYYY-MM-DD

Examples of date-based general attributes include:

• Open Date

• Closed Date

NOTE: Date fields do not apply when creating new vendors or creating new cost codes. 

This applies to column headers for General Attributes and Custom Attributes that accept text strings.

Examples of text-based general attributes for matters include:

• Matter Name

• Matter Description

Examples of text-based general attributes for vendors include:

• Name

• Contact Name

• Address

• City

• State

• Additional

Examples of text-based general attributes for cost codes include:

• Name

• Description

• Accounting Code

To add a value to existing values in a record, you must include the existing values along with the new values in your file. This applies to system fields such as Subscribers, Vendors, and Approvers.

For example, to add a subscriber to a matter but keep existing assigned subscribers, you must include the email address of the new subscriber along with the email addresses of the existing subscribers (separated by semicolons).

Importing a CSV file with only the new value is equivalent to replacing the existing values. This means all existing subscribers will be overwritten and only the new subscriber in your CSV file will be assigned to the matter. 

The values you add to the CSV file will be the final values saved to the matter,

Values entered for system fields in a CSV file will overwrite the existing values saved to the record. 

For example, to replace all vendors assigned to a matter with one new vendor, enter only the ID of the new vendor. Including only the ID of the new vendor means that any existing assigned vendors will be erased from the matter. 

This can also be used, for example, if you need to replace inactive approvers across multiple matters OR multiple vendors. 

To erase one or more values currently saved to a record, enter none as the value for that column header / matter in the CSV file.

For example, if you want to erase the description for an existing cost code, you can enter none under the Description column for a specific row.  

A blank cell in a CSV file will not erase the value(s) currently saved to a matter record. No action will be taken for blank cells upon import.*

*This does not apply to CSV imports for Matters with Allocations. A blank cell in a CSV file for Matters with Allocations is equivalent to entering none and will erase any values currently saved to the allocated field for that matter record. For additional details on CSV formatting for Matters with Allocations, click here.