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 entry 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 (from Juris > Tables > Task Codes)	Optional unless matter set to require task codes.  MAX 4 Characters
7	Activity	Valid Juris Activity Code (from Juris > Tables > Activity Codes)	Optional unless matter set to require activity codes.  MAX 4 Characters
8	Billable	Determines if entry is billable or non-billable	REQUIRED: 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

EXAMPLE of CSV format output:

Date,Timekeeper,Client,Matter,HoursWork,Billable,Narrative,

01/01/1999,AAA,0100,00001,5.0,Y,Meeting with Client

01/01/1999,BBB,0100,00001,0.5,Y,Telephone conference