The Uniflow Import/Export utility lets users export a list of matters that can be imported into a Uniflow copier. It also lets users import CSV files from Uniflow copiers into Abacus Accounting.
Following is the import file format:
To set up:
Select File > Utilities > Import. The Import Data window appears. Under Select Type of File for Import, highlight Uniflow Copier. Select each Uniflow copier item and assign it a disbursement (expense) code.
NOTE: It may be necessary to create additional disbursement (expense) codes to match the Uniflow copier items.
To export.
Select File > Utilities > Export. The Export Data window appears. Highlight Uniflow Copier Matter Export and click Next.
Select the destination directory of the export file. This is the location to which the export file will be saved. Click Begin.
The export file is created. Following is a sample export file (“Matter Number”,”Matter Name”):
To import:
Select File > Utilities > Import. The Import Data window appears. Under Select Type of File for Import, highlight Uniflow Copier and click the browse button for the input file.
Select the file and click OK.
Click Start to begin the import process.
Entries are created and are listed on the Costs & Adjustments window and are ready to be posted.
