INTAKE OF NEW PORTFOLIO AND INVOICES

Introduction What we will cover Somewhat technical session Data Exporting Data Importing From other Patricia databases From non Patricia databases (via Excel conversion) Invoice Entry Somewhat technical session

Requirements Web Services Backup / Restore database Installation files on the Patrix website Installation process documented Backup / Restore database If an Excel conversion we need the ability to backup and restore databases (if Patrix is to assist)

Data Export What is Data Export? Process overview Export cases from Patricia to xml format Process overview Access Data Exchange area Choose case / cases Click EXPORT to general XML

Data Export Customization Customizing what we export Maintenance -> Data Exchange -> Settings -> Case Export Configuration Name Export Configuration Case Export Name Export

Data Import What is Data import Import of data from an external source Found under Data Exchange

Data Import Sources Source – Patricia DB Source – Non Patricia DB Source (XML) Import Mapping Data Import Source – Non Patricia DB Source (Excel list) Import Mapping Data Customization Data Transformation Data Import

Source – Patricia DB Data source is a zip file with xml content We define the Import mapping Allows source and destination fields to differ Source for Term Triggers Data Import process

Import Settings Where is this found? Columns Data Exchange > Settings > Data Exchange > Import Mapping Columns Source label Patricia Value Action Code User defined term Trigger Diary Term Execute Term Rule

Source – Patricia DB Data Import vs. Data Conversion Matching cases Old Matter No. Other Fields Name Case Find Matching Names Import Properties screen

Data Import Sources Source – Non Patricia DB Source – Patricia DB Source (Excel list) Import Mapping Data Customization Data Transformation Data Import Source – Patricia DB Source (XML) Import Mapping Data Import

Excel List Overview of Excel list Case data Name data Terms Documents Designated States Family created records

Import Excel list Data Transformation Data Conversion Import Properties

Mapping Three parts Custom Diary Field Custom Name Type Reports Add field to Excel list Add fields to Config.properties file Import settings in Maintenance (if not already entered via scripts) Custom Diary Field Custom Name Type Reports

Invoice Entry Invoice Entry Invoice Entry v2 Import types Fields

THANK YOU