Creating Matters in Bulk: for Brightflag Customers (Clients)

Creating matters in-bulk saves you time when you have a large number of 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:

  1. Navigate to Menu > Matter Management > Search/Add Matters.

  2. Click Add Matter and select Bulk Upload (again this will only appear if you have it enabled)
    Screen_Shot_2021-08-31_at_3.46.17_PM.png
  3. If you have more than one template, select the option which relates to the matters you are uploading. There will be one bulk-creation template per matter template you have.
    Screen_Shot_2021-08-31_at_3.46.34_PM.png
  4. Click Download to get the spreadsheet template on your device.

  5. 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.
      • 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 will be blocked the fields Customer Matter ID and Matter Ref.
    • Fields/columns cannot be removed or rearranged.

  6. Once you have completed the file, return to the Bulk Upload page in-app, select your file and click Open.

  7. Click Upload Matters to upload your populated spreadsheet.

  8. If your upload was successful a confirmation pop-up will appear on your screen. You can double-check this by finding the matter in the Search/Add Matters page.

  9. 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.

  • 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 so that it matches the value in the dropdown (it must be an exact match). 
      • Repeat steps 5-7 to re-upload the file.
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