Create an Upload Template

In order to Upload bulk data, such as client lists, to eCOurtDate, you will need to create an Upload Template so that your file data will be properly processed when uploaded.

Select the gear icon at the top right and choose Settings from the drop down menu. From the Settings page, choose Upload Templates in the menu on the left.

Once on the Upload Templates tab, fill in the Add Template form and click Save.

After saving the template, click on the newly created Upload Template to further edit it.

You'll notice that at the bottom of the newly created upload template there is a Match Fields form where you can match eCourtDate Upload Template fields with your exported file fields and click Save.

When your fields are matched, the data will be properly assimilated into the eCOurtDate system every time you upload a file using the created template.