Importing Data

You can import data from other applications into Abacus Accounting.

Import modules determine the type of imported data that will be accepted by Abacus Accounting. Here are the import modules available for purchase in Abacus Accounting:

• Abacus Remote Time Ticket Merge: Imports time entered offsite.

• Cable and Wireless Call Accounting System, Lucent-CAS Call Accounting System: Imports electronic phone data.

• Control Systems, COPYGUARD, NetSouth, Photocopy/Fax Integration – Equitrac, Transaction Recovery Systems: Imports cost recovery data.

• Hasler Postage Systems, Pitney Bowes Postage Integration: Imports electronic postage costs by matter.

• Real Estate Integration – DisplaySoft, DoubleTime, and LandTech: Imports real estate closing packages – supports .qif formats. For importing real estate data, follow the procedure Importing Real Estate Integration Data.

Follow these steps to import data into Abacus Accounting.

1. Select File > Utilities > Import. The Import Data window appears.
   
   

2. In the Select Type of File for Import box, select the type of data you want to import into Abacus Accounting (the import module). The fields appearing below the box will change depending on the import module selected.

3. Click the browse button for the Input File box and select the file to be imported.

4. Complete the remaining fields for the import module you selected.

For Cable and Wireless Call Accounting System and Lucent-CAS Call Accounting System:

1. • Surcharge Amount: Enter the amount to add (if any) to each call.

   • Exp Code: Enter the expense code for long distance telephone charges.

For Hasler Postage Systems and Pitney Bowes Postage Integration:

1. • Postage Expense Code: Enter the expense code you use for postage charges.

For Photocopy/Fax Integration – Equitrac:

1. • Expense Codes: Enter the expense codes you use for each type of charge.

   • Matter Number Fields: Ensure that this field value is always 9.

   • Equitrac Format: Select the format your data is in. With Standard System 3, all data is stored in one import file. With Disbursement 4.2, you must import each type of transaction separately, so that if you recover all 5 types of costs you will be importing 5 times, once for each type.

For Control Systems, COPYGUARD, NetSouth, Photocopy/Fax Integration – Equitrac, Transaction Recovery Systems:

1. • Enter the client expense codes for each type of charge.

For RealEstate Integration – DisplaySoft, DoubleTime, and LandTech:

1. • Account: Enter or select the account for the imported transactions.

   • Matter: Select the matter number for the imported transactions.

5. Click Start.