Creating matters in bulk saves you time when you have many matters that need adding. If this functionality is enabled in your background settings, anyone on your team can bulk-add matters. Contact support@brightflag.com or your Customer Success Manager if you would like this feature enabled.
To bulk create your matters:
- Navigate to Menu > Matter Management > Search/Add Matters.
- Click Add Matter and select Bulk Upload (again, this will only appear if you have it enabled)
- If you have more than one template, select the option related to the matters you're uploading. There will be one bulk-creation template per matter template you have.
- Click Download to get the spreadsheet template on your device.
- Populate the spreadsheet in excel. Ensure you fill in all the required fields.
- The format of your entries must be an exact match of how the value appears in Brightflag.
- We suggest you export a list of all values from Brightflag so that the values can be easily copied and pasted into your spreadsheet.
- The Internal Matter Lead must be the user’s email address.
- The Currency must be in the 3-letter currency code e.g. USD, GBP, EUR, etc.
- The Entity, Department, Matter Category, and Country must be exactly as they appear in Brightflag.
- The Lead Outside Counsel must be the user's email address. The LOC must also be a vendor user with access to the matter. For more information, see this Help Center article: Timekeepers compared to Vendor Users - FAQ (Clients)
- Duplicate entries in the Customer Matter ID and Matter Ref fields will cause an error.
- Fields/columns cannot be removed or rearranged.
- Once you have completed the file, return to the Bulk Upload page in-app, select your file and click Open.
- Click Upload Matters to upload your populated spreadsheet.
- If your upload was successful, a confirmation pop-up will appear on your screen. You can double-check this by finding the matter on the Search/Add Matters page.
- If the upload has not been successful, a list of errors will appear on the bulk upload page. The error message will give you the line and column of the incorrect data.
To fix errors on the template:
- If the error relates to duplicate entries:
- Check the fields Customer Matter ID and Matter Ref in your spreadsheet. Use your spreadsheet tool (e.g. Microsoft Excel) to highlight duplicates.
- From there, remove the duplicate values.
- If the error relates to missing fields/columns:
- Check your file against the original template. Ensure you have not rearranged or removed any fields.
- Check your file against the original template. Ensure you have not rearranged or removed any fields.
- If the error relates to values not found:
- Compare your entry with the value as it appears in-app
- In a separate tab, navigate to Menu > Matter Management > Search/Add matters > Add Matter > Single Matter.
- On the matter form, click on the field that corresponds to the field in the error message.
- Search the value you are trying to input.
- Amend the template values to match the value in the dropdown (it must be an exact match, aside from the currency, which uses the 3-letter ISO code only).
- Repeat steps 5-7 to re-upload the file.
- Compare your entry with the value as it appears in-app
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