This help article provides instructions on how to create a CSV file for importing time into a PMS (Practice Management System) billing system. To ensure a successful import, it is crucial to follow the specified format and include the required headers. Please note that the casing of the headers must be exact.
CSV File Format and Required Headers:
To import time data into your PMS billing system, please create a CSV file with the following headers:
1. firstName
2. lastName
3. timekeeperId
4. email
Note: The casing of the headers is important. Make sure to use the exact capitalization as mentioned above.
When selecting a billing system we have options for aderant, elite, juris, and external-billing-system. If your timekeeping system is not Aderant, Elite 3E, or Juris please select external-billing-system.
Timekeeper ID:
The "Timekeeper ID" field serves as a unique identifier for importing time into your PMS billing system. This identifier may vary depending on the billing system you are using.
Aderant Customers:
The timekeeperId is the EMPL_UNO field in the HBM_PRSNL table within Aderant.
Note, these are usually 4 digits, given a standard firm setup.
When uploading this data without Laurel support, please select the "Aderant" identity.
Prolaw Customers:
The timekeeperId is the Professionals field in the Professionals table within Prolaw.
Note, these are generally UUIDs, given a standard firm setup.
When uploading this data without Laurel support, please select the "External Billing System" identity.
Elite Enterprise Customers:
The timekeeperId is the tkinit field in the timekeep table within Elite Enterprise.
Note, these are generally 4 digits, given a standard firm setup.
When uploading this data without Laurel support, please select the "External Billing System" identity.
Elite 3E Customers:
The timekeeperId is the Number field in the timekeeper table within Elite 3E.
Note, these are generally 4 digits, given a standard firm setup.
When uploading this data without Laurel support, please select the "Elite" identity.
Practice Engine Customers:
The timekeeperId is the StaffIndex field.
Note, these are generally 1-6 digits, given a standard firm setup.
When uploading this data without Laurel support, please select the "External Billing System" identity.
CCH Axcess Customers:
The timekeeperId is the StaffGuid field.
Note, these are generally UUIDs, given a standard firm setup.
When uploading this data without Laurel support, please select the "External Billing System" identity.
Flat File Customers:
The timekeeperId is the ID you require to uniquely identity a timekeeper in your billing system
When uploading this data without Laurel support, please select the "External Billing System" identity.
Tabs3 Customers:
The timekeeperId is comprised of an integer i.e. 122 found within Tabs3 on the user profile
The timekeeperId is the ID you require to uniquely identity a timekeeper in your billing system
When uploading this data without Laurel support, please select the "External Billing System" identity.
Steps to Create the CSV File:
To create the CSV file for importing time into your PMS billing system, follow these steps:
Open a spreadsheet program or text editor that supports CSV file creation, such as Microsoft Excel, Google Sheets, or Notepad.
Create a new document.
In the first row of the document, enter the headers exactly as follows:
firstName | lastName | timekeeperId | emailStarting from the second row, enter the relevant information for each timekeeper in the corresponding columns.
Example CSV File Below:Note: Column order matters!
Header: firstName,lastName,timekeeperId,email
Row 1: John,Doe,1234,[email protected]
Row 2: Jane,Smith,6789,[email protected]If you have either Cisco phone or Walls please add those IDs/Phone numbers to the CSV as well
Header: firstName,lastName,timekeeperId,email,walls,cisco
Row 1: John,Doe,1234,[email protected],1234,88888
Row 2: Jane,Smith,6789,[email protected],0987,9999
Save the file with a meaningful name and ensure it is saved in the CSV file format (e.g., "timekeepers.csv").
If you have the following additional integrations into your Laurel system: Walls and Cisco. You can also add Walls,Cisco to the same CSV with the Cisco phone number and Walls ID for each timekeeper for bulk upload as well.