The Free Form Importer allows you to import from the following types of data files:
The tool has the following screen:
Selecting the data source
The top portion of the screen describes the data source.
Once you have selected a table, the fields for that table will be displayed in the mapping area. You map each column wanted to the equivalent eCandidus™ database field by entering the field definition in the column to the right of each field. Note that you can drag the field definition from the appropriate info button if you display any case.
Selecting the ID source
eCandidus™ assigns each case (or work product) a unique identifier which is 32 characters in length. Under normal processing, this identifier is generated by the system as a random unique identifier.
When you are importing, you may need to run the import function more than once or obtain information from more than one table for each case, so a random identifier does not work.
What the import tool does is generate an identifier from a fixed source, either the row number of the table or a specific field in the data. You designate which field to use to generate the identifier by clicking on the ID radio button for the field.
The import tool has built-in logic to modify the input data as it comes in. These are described in the Handling box.
The translation section describes the original text and resulting text. In this example any text in the Type field that reads WC will be converted to Workers Compensation
If no match is found, the text is left as it.
Fields that contain notes can be processed in the following formats:
Fields that contain phone numbers can be processed in the following formats:
The eCandidus™ address book has fields for the street address, suite, city state and ZIP codes. If youer data source keeps these as a single field, you can use the address merge code as the target.
You can see this in use as any of the address fields in the first screen above.
This will take an address like:
1234 Here St Apt 100 Gotham City 00012
and break apart the text into:
The import map allows for the entry of fixed values by entering text in the source column:
Using a data colum as a data source
If a data column is not impoeted directly but used as a data source for computed fields, you can use a blank target field with the option to save the value:
Computed data source
You can use the [#...] merge code in the source column to create a computed source:
User defined fields as targets
In the example above, we used a user defined field as the target. You can create any number of fields and import data into them.
From many tables...
If you are importing from nay tables, let say you have your open cases in one spreadsheet and the closed in another, make sure that each source has a unique DB ID. This will assure that the unique number assigned for each entry will be different for each table.
From many tables into one case...
In those cases where the data for one case comes from many table, make sure that the DB ID is the same for all tables.
In these cases, do not use the Row # as the ID, but use a field that contains the case identifier, like case# in the table.