- How to Create Upload TemplatesCreate an upload template that maps your file columns to eCourtDate fields and controls how each row matches your existing records.
- How to Upload a Flat FileBulk create and update clients, contacts, events, cases, and payments in your agency by uploading a CSV, TXT, or XLSX file.
- How to Assign Organizations via UploadsMap an Organizations column in your upload template so every client row links to the organizations whose Reference matches your file.
Uploads
How to upload data to eCourtDate using flat files such as a CSV or Excel.