Client/Matter Code Import

[mpaul]

I have a Call Manager 4.1 cluster. We would like to make use of the Client/Matter codes. It works when we check the box to use the client/matter but I was looking for a way to mass import client/matter into the database. I didn't see a tool using BAT. I have maybe 3000 client/matter entries and this would be laborious to hand enter. I thought I could use SQL to do this but the SQL table for CMCINFO has 4 columns. An apparently randomly generated number for Column1 and Column 4. Column 2 and Column 3 are the Clent/matter code and the Description. I can't recreate this with a basic TEXT file. Anybody done this yet?

I'd ultimately like to schedule imports on a daily basis from a text file dump from the accounting system.

[mpaul]

I discovered that with the BAT tool v5.1 or something and later, there is an option to do an import/export from a CSV file. I just had to download the plug-in and reinstall it from the recently upgraded 4.12 cluster. Not available with 4.0 as client/matter codes were not supported on this version.

Still looking for a way to automate this but at least I don't have to manually enter 3000 client/matter codes.