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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

Map your data files to eCourtDate fields using upload templates so you can import records in bulk with confidence.

8 min read Updated Feb 14
Uploads

How to Upload a Flat File

Flat file uploads let you bulk create and update clients, events, cases, and payments in your agency using a CSV, TXT, or XLSX file. Whether you upload files manually or automate transfers via SFTP, t...

10 min read Updated Feb 14
Uploads

How to Assign Organizations via Uploads

Assigning organizations during client uploads lets you categorize and manage client data efficiently by linking each client to one or more organizations in eCourtDate.

5 min read Updated Feb 14