For the IT Department
Included Data Conversion Features
Data Conversion Features
Import Data from Other Sources
IntelliPad provides functionality to import contact information from spreadsheets and CSV files. Data quality management is uniformly applied regardless of the source. For example, addresses coming from spreadsheets often do not neatly line up with the Outlook choices of Company, Home, and Other. The IntelliPad import program looks for a company name, and if there is none, designates the address as Home. Each importing method is documented on a field by field basis, as shown in the image below. The import process includes an editor to manipulate the content of any records that are excluded because of data discrepancies.
IntelliPad can also import new user information, on a scheduled basis, from a ‘UserImport’ table that is typically populated by third-party integration appliance software. As a result, new attorneys are automatically added to IntelliPad.