The article contains all the available standard fields for mapping your CSV file when importing cases. The mapping file must be saved as a Comma delimited (.csv) file to access it from the Browse window. Required fields are noted with an asterisk in Neos.
To import cases, these required fields must be met: Case Type, Primary Staff, Party – Last Name, and Party – Role. It is recommended to fill in the Case Type and Primary Staff fields in steps 2 and 3, even if you are importing cases of different case types and/or primary staff. In case your CSV file is missing data in any of these fields, your cases can still be imported.
NOTE: Each field can only be mapped once in the Map and Validate section.
If the Case Type field in step 2 of Importing Cases is blank, you will only see standard fields for Case and 5 copies of the Party Tab (e.g., Party -1, Party -2, etc.).
When the Case Type field is selected, you will also see 5 copies of the standard fields in the Insurance Tab (e.g., Insurance-1, Insurance-2, etc.), and single copies of the standard field in the Counsel Tab and Police Info Tab.
Standard Case Fields
Alternate Case Number 1
Alternate Case Number 2
Billing Client
Case Title
Case Type (if selected in step 2, this requirement has been met)
Class
Close Date
Comment
Court
Date Of Incident
Date Opened
Docket
Dormant
Intake Date
Judge
LedesClientReferenceId
Marketing Campaign
Primary Staff (if selected in step 3, this requirement has been met)
Reassign Date
Referred By
Referred To
Source
Synopsis
Standard Party Fields
Account
Address Line #1
Address Line #2
AKA Company Name
AKA First
AKA Last
Alternate ID
Bar Number
City
Company Name
Country
County
D.O.B
Date of Death
Date Of Majority
Deceased
Email
Extension
Federal ID
First Name
Gender
ID Code
Incapacitated
Incapacity
Last Name (required)
Middle Name
Minor
Number
Our Client
Prefix
Relationship
Responsible for another Party
Role (required)
Salutation
SSN
State
Suffix
Zip Code
Standard Insurance Fields
Accept Liability
Actual
Adjuster
Agent
Claim #
Comments
Date Resolved
How Resolved
Insurance Type
Insured
Insurer
Limits
Maximum
Minimum
Party
Policy #
Standard Counsel Fields
Cert Of Srv Order
Comments
Counsel
Representing
Standard Police Info Fields
Badge #
Officer
Police
Report #