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Help Articles for Uploads

Articles for Uploads

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How to upload data to eCourtDate using flat files such as a CSV or Excel.

Uploads

How to create upload templates

Create an upload template that maps your file columns to eCourtDate fields and controls how each row matches your existing records.

12 min read Updated Sep 6
Uploads

How to Upload a Flat File

Bulk create and update clients, contacts, events, cases, and payments in your agency by uploading a CSV, TXT, or XLSX file.

13 min read Updated Sep 6
Uploads

How to Assign Organizations via Uploads

Map an Organizations column in your upload template so every client row links to the organizations whose Reference matches your file.

7 min read Updated Sep 6
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