Time Entry CSV File Specification
The first record of CSV files must contain Column (field) Names. CSV Column Names are not case-sensitive and may be arranged in any order, but the accompanying detail must be in the same order as the column names. Each item is separated by a comma.
Sequence |
Field |
Description |
Rules |
|
1 |
UserID |
User ID of person entering time as defined in Juris |
Optional |
|
2 |
Date |
Date of Time slip activity |
REQUIRED: mm/dd/yy OR mm/dd/yyyy OR yyyymmdd |
|
3 |
Timekeeper |
User ID of timekeeper as defined in Juris |
REQUIRED: MAX 4 Characters |
|
4 |
Client |
Client Code as defined in Juris |
REQUIRED: MAX 12 Characters or as defined in Juris > Firm Options |
|
5 |
Matter |
Matter code as defined in Juris |
REQUIRED: MAX 12 Characters or as defined in Juris > Firm Options |
|
6 |
Task |
Valid Juris Task Code |
Optional unless matter set to require task codes. MAX 4 Characters |
|
7 |
Activity |
Valid Juris Activity Code |
Optional unless matter set to require activity codes. MAX 4 Characters |
|
8 |
Billable |
Determines if entry is billable or non-billable |
Optional - Y (Yes) or N (No) |
|
9 |
HoursWork |
##0.00 |
REQUIRED |
|
10 |
HoursBill |
##0.00 |
Optional – will default to value from HoursWork |
|
11 |
Rate |
##0.00 |
Optional |
|
12 |
Amount |
######0.00 |
Optional |
|
13 |
Phase |
##0 |
Optional unless matter set to require phase number |
|
14 |
Code1 |
Optional Code 1 – may be any value |
Optional – Max 6 Characters |
|
15 |
Code2 |
Optional Code 2 – may be any value |
Optional – Max 6 Characters |
|
16 |
Code3 |
Optional Code 3 – may be any value |
Optional – Max 6 Characters |
|
17 |
Note |
Note |
Optional – Max 60 Characters The note field must be enabled in Time Entry Preferences before it can be used in import. |
|
18 |
Narrative |
Time slip narrative description |
REQUIRED: Max 7500 characters |
CSV Format Output Example:
Date,Timekeeper,Client,Matter,Billable,HoursWork,Narrative
01/01/1999,AAA,0100,00001,Y,5.0,Meeting with Client.
01/01/1999,BBB,0100,00001,Y,0.5,Telephone conference.