1. INTAKE OF NEW PORTFOLIO AND INVOICES

3. 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

4. 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)

5. 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

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

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

8. 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

9. 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

10. 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

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

12. 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

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

14. Import Excel list Data Transformation Data Conversion
Import Properties

15. 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

16. Invoice Entry
Invoice Entry
Invoice Entry v2
Import types
Fields

17. THANK YOU