Houdini ESQ

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    HistoryEdited Jun 20, 2010 8:03 PM by frank rivera…

    How do I import my data from other applications?


    We support data imports from different applications such as Outlook, Google and Time Matters. If your data is not from one of the supported products, please send us a sample and we will make a MAP file for you that will permit you to import from just about any product. Our professional services team can import your data including custom fields and maintain all data linkages for a small fee.

    Aalways, always, always, test a sample before importing thousands of records. It is a pain to have to delete 5,000 contacts or matters if your CSV or MAP files are corrupt and you have to import again after correcting.

    Create a CSV using your current product but make sure you include column names as the first row. You MUST include all columns.

    Time Mattes users - You MUST export using Time Matters Core Names. This is very important.

    Please note, the basic import feature uses CSV files and does not maintain relationships when importing.

    Creating custom MAP files

    If you are up to it, you can create your own custom MAP file.

    To map values from a CSV to Houdini tables you must create a CSV file. You can make a copy of your CSV file but remove all the rows except the first, which should contain all the column names of the table you will be importing into Houdini. You must name your file like so <product_name>.<table_name>.map all lowercase preferably for example.

    highrise.contact.map or highrise.matter.map

    IMPORTANT If the product you are importing from is not listed as one of Houdini import types in the Houdini Import wizard then name your MAP file google.contact.map or google.matter.map, etc.

    The first row of the MAP file are the original column names. You must create a second row that will hold the column names or directives for Houdini. For example, the CSV file you want to map to has "fname", "lname" and "date" columns as its first row.

    "fname" "lname" "date"
    "first_name" "last_name" "dtg[MMddyyy"

    HoudiniESQ uses a normalized schema. What that means is phone numbers, addresses and email are stored in their own tables, unlike competing products which store this information in the same table and duplicate this information throughout the database. Not efficient nor is it best practice. Here are some of the common HoudiniESQ tables.

    matter
    contact
    address
    phone
    email

    The following assumes you are creating a Contact MAP. When creating a MAP file you can tell Houdini to place data into related records like so.

    "*phone.1=phone|contact_type=Cell", "*phone.2=phone|contact_type=Work", ...

    or

    "*email.1=email_address|contact_type=Home", "*email.2= email_address|contact_type=Work", ...

    The asterisk informs Houdini that the following item is to be placed into a related record. In this example the phone table. The label to the left of the = sign is the name of the Houdini table. It is a good idea to number these labels like so phone.1 phone.2 etc so that each is treated separately. To the right of the = you must place the Houdini table Column Name. In the above example the column name is also called phone. The dot is required when numbering labels. The | (pipe) is used to separate attributes from the command. The only option is contact_type=value. Here is an example assuming you have a contact records you will be importing and they include address information in the contact CSV to be imported.

    "*address.1=address|contact_type=Home", "*address.1=address2", "*address.1=city", "*address.1=state", "*address.1=zip", ...

    In the above example we are placing the entire address including city, state and zip into a single associated address table. Assuming you have more than one address to import out of the CSV then you would use address.2, address.3 etc.

    To append values to a column in Houdini simply place a + symbol in front of the Houdini column name you would like the data appended into for example. You may have many columns that can not be mapped to Houdini table columns without first creating custom columns to hold these values. The import wizard does not support the ability to create custom fields from MAP files yet so you must append this data to a pre existing filed for now. Here is how you would have houdini append the label and value to the description column in the Contact record.

    "+description", ...

    When Houdini processes your data it will add the label and value to the description field in Houdini like so.

    Contact Date: 01/01/2009
    Location: Corner of Buck Jones Road

    Dates are a little more difficult. Date can be stored in databases all sorts of ways. One of the biggest errors the developers of other systems do is store dates as strings or include formating. This is bad practice. To get around this problem you must provide the format the date is in. Every record in Houdini has a creation date field. This field is called dtg and is required. To specify the format the date being ported to you must use the [ (bracket) format symbol like so.

    01/15/2010 "dtg[MMddyyyy"
    2010/01/15 "dtg[yyyyMMdd"

    We suggest you take a look at the MAP files distributed with HoudiniESQ. They are located in the HoudiniESQ/webapps/esb/ext/csv folder

    IMPORTANT: The Matter Closed column in Houdini is required and must be mapped. This is only an issue in HoudiniESQ 1.6c and below. This is not the case in HoudiniESQ 1.6d and above. If you are not using 1.6d perform the following procedure before importing.

    In your Matter MAP file add a column label called "closed" (first row) and add a map column (second row) called "closed". In your Matter CSV add a "closed" column (first row) and add a data value for each row with a value of "N". This will ensure that your Matters are visible in the UI, otherwise they will be added in archival mode.


    Installing custom MAP files

    If you requested that we provide a custom MAP file so that you may import your data or you created your own MAP file here are the steps to install them. When you receive your custom MAP files you will notice that they may have been labeled outlook.contact.map or google.contact.map, this is normal. The product name is what you should choose when porting your CSV data using the HoudiniESQ CSV import tool. You will need to have the MAP files on your local disk before proceeding with the steps below.

    Click the Orange Arrow and then select Import

    Select Advanced

    Select Upload a CSV file and click continue. Don't worry, MAP files are CSV files, they just have a different extension.

    Click Add Files and select all the MAP files you would like to install

    Click Upload and Link

    On the next screen DO NOTHING. Click the X in the upper right hand corner. Your MAP files are installed. The Import wizard will close.

    Importing your data

    If you installed a custom MAP file select the product the MAP files were named after e.g. choose Outlook if the MAP file installed was named outlook.matter.map, choose Google if the MAP file you installed was named google.matter.map otherwise, simply select the product the CSV file was created for.

    Click the Orange Arrow and then select Import

    Select a product

    Select Upload a CSV file and click next

    Click Add Files and select all the CSV files you would like to install

    Click Upload and Link

    On the next screen select a CSV file from the drop down if it isn't already selected.

    Select a product table to port to. For example if your CSV file contains contact or client records then choose Contact from the drop down. If your CSV file contains matter records then choose Matter from the drop down, etc.

    Click Import

    Read the import screen for additional information.

    Important: Any fields that could not be mapped to a Houdini field will be placed into the memo fields of the associated record. AFTER YOU IMPORT MATTERS YOU WILL HAVE TO OPEN EACH AND SET ITS TYPE.

    Comments

    /groups/esquire/search/index.rss?sort=modifiedDate&sortDirection=reverse&tag=Podcastslist/groups/esquire/search/?sort=modifiedDate&sortDirection=reverse&tag=PodcastsPodcastsCustomTagSidebarCustomTagSidebar?sort=modifiedDate&sortDirection=reverse&tag=Podcasts0/groups/esquire/sidebar/CustomTagSidebarmodifiedDate5CustomTagSidebarreversePodcastsPodcastscustomcustom/groups/esquire/search/index.rss?tag=hotlist/groups/esquire/search/?tag=hotWhat’s HotHotListHot!?tag=hot3/groups/esquire/sidebar/HotListfrankriverafrank rivera2010-12-30 17:37:02+00:002010-12-30 17:37:02updated161frankriverafrank rivera2010-12-30 17:11:52+00:002010-12-30 17:11:52updated160frankriverafrank rivera2010-10-29 03:06:54+00:002010-10-29 03:06:54updated159frankriverafrank rivera2010-10-29 03:06:07+00:002010-10-29 03:06:07updated158frankriverafrank rivera2010-10-29 02:41:32+00:002010-10-29 02:41:32updated157frankriverafrank rivera2010-09-29 14:27:51+00:002010-09-29 14:27:51updated156frankriverafrank rivera2010-09-29 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21:26:27+00:002010-03-13 21:26:27updated10frankriverafrank rivera2010-03-13 21:25:56+00:002010-03-13 21:25:56updated9frankriverafrank rivera2010-03-04 17:45:41+00:002010-03-04 17:45:41updated8frankriverafrank rivera2010-03-04 17:45:05+00:002010-03-04 17:45:05updated7frankriverafrank rivera2009-09-11 06:27:14+00:002009-09-11 06:27:14updated6frankriverafrank rivera2009-07-11 02:16:08+00:002009-07-11 02:16:08updated5frankriverafrank rivera2009-07-01 22:56:41+00:002009-07-01 22:56:41updated4frankriverafrank rivera2009-07-01 22:52:04+00:002009-07-01 22:52:04updated3frankriverafrank rivera2009-07-01 22:49:19+00:002009-07-01 22:49:19updated2frankriverafrank rivera2009-07-01 22:48:35+00:002009-07-01 22:48:35updated1wiki2010-12-30T17:37:02+00:00groups/esquire/wiki/welcomeFalseHoudini ESQ FAQ/groups/esquire/wiki/welcome/Houdini_ESQ_FAQ.htmlfrank rivera161 updatesHoudini ESQ FAQ HoudiniESQ legal case management software HoudiniESQ Community Website Documentation Licensing How do I apply a ne...Falsefrankrivera2010-12-30T17:37:02+00:00frankriverafrank rivera2010-09-12 03:16:59+00:002010-09-12 03:16:59updated12frankriverafrank rivera2010-08-31 23:20:37+00:002010-08-31 23:20:37updated11frankriverafrank rivera2010-08-31 23:19:53+00:002010-08-31 23:19:53updated10frankriverafrank rivera2010-08-31 23:19:33+00:002010-08-31 23:19:33updated9frankriverafrank rivera2010-08-03 21:47:32+00:002010-08-03 21:47:32updated8Added tag - hotfrankriverafrank rivera2010-08-03 21:47:31+00:002010-08-03 21:47:31addTag7frankriverafrank rivera2010-08-03 21:16:53+00:002010-08-03 21:16:53updated6frankriverafrank rivera2010-08-03 21:16:27+00:002010-08-03 21:16:27updated5frankriverafrank rivera2010-08-03 21:16:19+00:002010-08-03 21:16:19updated4frankriverafrank rivera2010-08-03 21:09:43+00:002010-08-03 21:09:43updated3frankriverafrank rivera2010-08-03 21:08:54+00:002010-08-03 21:08:54updated2First additionfrankriverafrank rivera2010-08-03 21:07:25+00:002010-08-03 21:07:25created1wiki2010-09-12T03:16:59+00:00groups/esquire/wiki/0e507FalseWhat areas of practice is HoudiniESQ suitable for?/groups/esquire/wiki/0e507/What_areas_of_practice_is_HoudiniESQ_suitable_for.htmlfrank rivera12 updatesWhat areas of practice is HoudiniESQ suitable for? Products our cleint's have moved from recently Most popular Time Matters 9 and 10 » OTB Consul...Falsefrankrivera2010-09-12T03:16:59+00:00Added tag - bankruptcyfrankriverafrank rivera2010-12-30 16:58:32+00:002010-12-30 16:58:32addTag25Added tag - otb consultingfrankriverafrank rivera2010-12-30 16:58:25+00:002010-12-30 16:58:25addTag24Added tag - time mattersfrankriverafrank rivera2010-12-30 16:58:20+00:002010-12-30 16:58:20addTag23Added tag - bkexpressfrankriverafrank rivera2010-12-30 16:58:15+00:002010-12-30 16:58:15addTag22frankriverafrank rivera2010-08-23 21:06:18+00:002010-08-23 21:06:18updated21frankriverafrank rivera2010-08-22 16:20:38+00:002010-08-22 16:20:38updated20frankriverafrank rivera2010-08-22 16:19:32+00:002010-08-22 16:19:32updated19frankriverafrank rivera2010-08-22 16:18:51+00:002010-08-22 16:18:51updated18frankriverafrank rivera2010-08-03 22:55:33+00:002010-08-03 22:55:33updated17frankriverafrank rivera2010-08-03 22:49:25+00:002010-08-03 22:49:25updated16frankriverafrank rivera2010-08-03 22:49:01+00:002010-08-03 22:49:01updated15frankriverafrank rivera2010-08-03 22:47:21+00:002010-08-03 22:47:21updated14frankriverafrank rivera2010-08-03 22:11:11+00:002010-08-03 22:11:11updated13frankriverafrank rivera2010-08-03 21:47:15+00:002010-08-03 21:47:15updated12Added tag - hotfrankriverafrank rivera2010-08-03 21:47:14+00:002010-08-03 21:47:14addTag11frankriverafrank rivera2010-08-03 21:41:32+00:002010-08-03 21:41:32updated10frankriverafrank rivera2010-08-03 21:41:23+00:002010-08-03 21:41:23updated9frankriverafrank rivera2010-08-03 21:40:30+00:002010-08-03 21:40:30updated8frankriverafrank rivera2010-08-03 21:39:26+00:002010-08-03 21:39:26updated7frankriverafrank rivera2010-08-03 21:39:17+00:002010-08-03 21:39:17updated6frankriverafrank rivera2010-08-03 21:30:21+00:002010-08-03 21:30:21updated5frankriverafrank rivera2010-08-03 21:30:03+00:002010-08-03 21:30:03updated4frankriverafrank rivera2010-08-03 21:29:50+00:002010-08-03 21:29:50updated3frankriverafrank rivera2010-08-03 21:29:21+00:002010-08-03 21:29:21updated2First additionfrankriverafrank rivera2010-08-03 21:19:51+00:002010-08-03 21:19:51created1wiki2010-08-23T21:06:18+00:00groups/esquire/wiki/61cc8FalseI use Time Matters and BKexpress can HoudiniESQ be used for Bankruptcy?/groups/esquire/wiki/61cc8/I_use_Time_Matters_and_BKexpress_can_HoudiniESQ_be_used_for_Bankruptcy.htmlfrank rivera25 updatesI use Time Matters and BKexpress can HoudiniESQ be used for Bankruptcy? Yes, Houdini is well suited for Bankruptcy. In fact it is well suited for just about any practice area because it can be customized by you in as...Falsefrankrivera2010-08-23T21:06:18+00:00hot/groups/esquire/search/index.rss?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcomelist/groups/esquire/search/?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcomeRecent ChangesRecentChangesListUpdates?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcome0/groups/esquire/sidebar/RecentChangesListmodifiedDateallRecent ChangesRecentChangesListUpdateswiki/welcomeNo recent changes.reverse5searchlist/groups/esquire/calendar/Upcoming EventsUpcomingEventsListEvents1Getting events…