Admin Panel

File Upload
Supported formats: ROLODEX, PHONE, FILES, LEDGER, PAYMENTS, DEPOSITS, QDROS, PENSIONS, PLANINFO, TRNSTYPE, TRNSLKUP, FOOTERS, FILESTAT, EMPLOYEE, GRUPLKUP, FILETYPE, and all related tables (*.csv)
Import Order Guide

For best results, import tables in this recommended order:

Reference Tables (Import First)
  • TRNSTYPE
  • TRNSLKUP
  • FOOTERS
  • FILESTAT
  • EMPLOYEE
  • GRUPLKUP
  • FILETYPE
  • FVARLKUP, RVARLKUP
Core Data Tables
  • ROLODEX
  • PHONE, ROLEX_V
  • FILES (+ FILES_R, FILES_V, FILENOTS)
  • LEDGER
  • DEPOSITS, PAYMENTS
  • PLANINFO
  • QDROS, PENSIONS (+ related tables)
Important: Reference tables must be imported before core data to avoid foreign key errors.
Sync to Modern Models

After importing legacy CSV data, sync it to the simplified modern application models (Client, Phone, Case, Transaction, Payment, Document).

Sync Results

78360

Records Synced

26579

Records Skipped

26579

Errors
Detailed Results by Table:
Modern Table Synced Skipped Errors
Clients 52076 0 0
Phones 26284 10 10
View Errors (10)
  • No client found for rolodex ID: PINES BACH
  • No client found for rolodex ID: PINES BACH
  • No client found for rolodex ID: SPORLEDER\CL
  • No client found for rolodex ID: SPORLEDER\CL
  • No client found for rolodex ID: VOITH_SULZER
  • No client found for rolodex ID: VOITH_SULZER
  • No client found for rolodex ID: VOIT\T
  • No client found for rolodex ID: VOIT\T
  • No client found for rolodex ID: ZUEHLSDORF-MACK
  • No client found for rolodex ID: ZUEHLSDORF-MACK
Cases 0 0 0
Transactions 0 0 0
Payments 0 0 0
Documents 0 26569 26569
View Errors (26569)
  • No case found for file: 1989.001
  • No case found for file: 1989.0011
  • No case found for file: 1989.0012
  • No case found for file: 1989.0012
  • No case found for file: 1992.175B
  • No case found for file: 1994.064B
  • No case found for file: 1995.047
  • No case found for file: 1995.047
  • No case found for file: 1995.097
  • No case found for file: 1995.105
  • ... and 26559 more errors
Data Import
No CSV files available for import. Upload files first.