Time Matters has a very advanced and sophisticated import system. There are many reasons one would wish to import data into Time Matters. The most common is for new users of Time Matters who are converting from other systems. If they are using Outlook, you can use “synchronization”. For other practice management system or contact management systems there are pre-set import routines. But there are other circumstances where you will need to use the Custom Import. It is for those circumstances that I offer a few tips or best practices.
Circumstances where Custom Import is Required
(1) Your data source is Outlook, but you have used custom fields.
(2) Your have worked with Seibel CRM On Demand, and only have CSV (Comma Separated Value) Files.
(3) The built-in import doesn’t support the record type you want to bring in, such as “Notes”
(4) You are doing a “mass” export and cleanup and reimport
(5) You are enabling User Defined Records from a custom database or spreadsheet.