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Data Import: Formatting Rocket Matter Data

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Suzie K.
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Preparing your Rocket Matter Data For Bill4Time

 

 

Client Import: 

Included in all imports.  Example: Client Import Example

The following fields can be imported.  For a visual representation of these fields, please see this article. 

Rocket Matter Fields B4T Fields
Company N/A (if enterprise, can be added as a custom field)
Client Client Name
Email Email
N/A Primary Phone Number
Home# N/A (if enterprise, can be added as a custom field)
Cell# Mobile Number
Work# N/A (if enterprise, can be added as a custom field)
Trust Retainer This can be manually entered in B4T (not via import)
Operating Retainer N/A (if enterprise, can be added as a custom field)
Unbilled Balance This is not apart of the client level import
Unpaid Balance This is not apart of the client level import
Paid Balance This is not apart of the client level import
Primary Address1 Address 1
Primary Address2 Address 2
  Address 3
Primary City City
Primary State State
Primary Zip Zip
Primary Country Country
Fax#  
Client Name N/A
Display Name N/A
Active Status
Client As Entity N/A (if enterprise, can be added as a custom field)
Invoice Count This is found in Reporting
Matter Count This is not a field for importing
ID# Custom ID: If you would like to use the Rocket Matter ID#
Index#  
Notes This cannot be imported into B4T
Primary Contact Name This is apart of a Contact Import

 

Project Import:

Included in all imports.  Example: Project (Matter/Case/Ect) Import Example

The following fields can be imported.  For a visual representation of these fields, please see this article. 

Rocket Matter Fields B4T Fields
(this is a B4T Created ID) projectId (internal id)
  Custom Project Id (custom id)
Client Id client (internal ID)
Client Client Name
Matter Project Name (Matter/Case)
Matter Type Matter Type (must be added in custom lists)
Client Issue Matter Id Matter ID
  Description
Matter Owner Assigned To
(Found in B4T User Management) Assigned To ID
Status Status (Open,Closed)
Billing Method Name Billing Method
Contingency Percent percentRate (contigency only)
Fixed Fee flatFeeRate
Date Opened Creation Date
Area Of Law Desc N/A (if enterprise, can be added as a custom field)
Unpaid Balance This is not apart of the matter level import
Unbilled Balance This is not apart of the matter level import
Notes This is not a field for imorting
Client Funds-Operating This is not apart of the matter level import
Client Funds-Trust This is not apart of the matter level import
Localized Rate N/A (if enterprise, can be added as a custom field)
Client Display Name N/A (if enterprise, can be added as a custom field)
Negative Balance Allowed N/A
Class Name N/A
Client Index# N/A
Client-Matter N/A
Client Portal Shareable N/A
Contingency Judgement N/A
Default Trust Bank This can be setup in B4T (not via import)
Default Trust Bank Name This can be setup in B4T (not via import)
e-Billing Enabled N/A
e-Billing Format N/A
Extended Client Matter Name N/A
Fee Allocation This can be setup in B4T (not via import)
Finance Charge This can be setup in B4T (not via import)
Fixed Timekeeper Rate Flag N/A
Has Localized Tax Rate
This can be setup in B4T invoice level (not via import)
Has Time Expense Cards N/A
Has Unbilled Cards N/A
Index# N/A
Import Identifier N/A
Internal Billing Notes This can be setup in B4T (not via import)
Taxable This can be setup in B4T (not via import)
Localized Invoice N/A
Has Low Retainer This can be setup in B4T (not via import)
Matter Budget N/A
Matter Budget Expiry N/A
File# N/A
Matter Folder Name N/A
Retainer Required This can be setup in B4T (not via import)
Overhead Percent N/A (if enterprise, can be added as a custom field)
Overhead Type N/A (if enterprise, can be added as a custom field)
Po Number N/A (if enterprise, can be added as a custom field)
Replenish Amount This can be setup in B4T (not via import)
Retainer Required Amount This can be setup in B4T (not via import)
Scope Status N/A
Source N/A (if enterprise, can be added as a custom field)
Split Matter Type N/A
Statute of Limitations N/A (if enterprise, can be added as a custom field)
Sub Account Number N/A (if enterprise, can be added as a custom field)
Tax Status This can be setup in B4T (not via import)
Total Billed Amount This is not apart of the matter level import
Total Billed Hours This is not apart of the matter level import
Total Billed Mins This is not apart of the matter level import
Total Billed Time This is not apart of the matter level import
Total Overdue Amount This is not apart of the matter level import
Retainer Balance This is not apart of the matter level import
Total Unbilled Hours This is not apart of the matter level import
Total Unbilled Mins This is not apart of the matter level import
Total Unbilled Time This is not apart of the matter level import
Trust Cleared Balance This is not apart of the matter level import
Trust Uncleared Balance This is not apart of the matter level import
Unbilled Balance (Non-Draft) This is not apart of the matter level import
UTMBS Matter Enabled This can be setup in B4T (not via import)
Workflow Status This is not apart of the matter level import

 

Time Entry Import:

Included in all imports.  Example

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