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Valid Data Formats for Importing Cases

Case data from your CSV file must be organized and formatted in a specific way so that Neos can accurately import each entry.

Refer to the following acceptable formats for Checkbox, Date, Phone, Time, and Yes/No, fields. Also included are Address and Email account character limitations.

Null (empty) values in any of the following fields will be considered valid. This means that if an entry is missing a date, the entry will still be imported into Neos.

Check box Fields

Checkbox fields such as "Call?", "Default (Party -1)", or "Income Verified" exist in the standard Neos Case Type and can be added as user-defined fields on a firm's Case Type. Fields of this type should use the following formats.

  • T

  • F

  • True

  • False

  • TRUE

  • FALSE

  • Y

  • N

  • Yes

  • No

  • YES

  • NO

Date Fields

Date fields such as Date of Incident, Date of Birth, and Intake Date use the following date formatting.

  • YYYY-MM-DD or YYYY/MM/DD

    • Year-Month-Day with leading zeros, e.g., 2021-09-28

    • Year/Month/Day with leading zeros, e.g., 2021/09/28

  • M/D/YY

    • Month/Day/Year without leading zeros, e.g., 9/28/21

  • M/D/YYYY

    • Month/Day/Year without leading zeros, e.g., 9/28/2021

  • MM/DD/YY

    • Month/Day/Year with leading zeros, e.g., 09/28/21

  • MM/DD/YYYY

    • Month/Day/Year with leading zeros, e.g., 09/28/2021

Phone Fields

Phone fields for any type of phone number associated with an Intake should be listed in the following acceptable formats. The Phone Extension field will be truncated at 20 characters at the time of import so data can still be added into Neos.

  • XXX-XXX-XXXX

  • XXXXXXXXXX

  • (XXX) XXX-XXX

Time Fields

Time fields such as "Time of Accident" or "Call Time" can be added to the Intake Layout Manager of a specific Case Type. Fields of this type accept the following formats.

  • h:mm AM/PM

    • One-digit hour, separator, two-digit minutes, AM/PM, e.g., 8:05 AM.

  • h:mm:ss AM/PM

    • One-digit hour, separator, two-digit minutes, separator, two-digit seconds, AM/PM, e.g., 8:05:45 AM.

  • h:mm

    • One-digit hour, separator, two-digit minutes, e.g., 8:05.

  • h:mm:ss

    • One-digit hour, separator, two-digit minutes, separator, two-digit seconds, e.g., 8:05:45.

Yes/No/?/N/A Fields

User-defined fields that request an answer of "Yes", "No", "?", or "N/A", such as "Pre-Payment Required?", Filing Jointly?", or "Pending Bankruptcy?" can be added to the Intake Layout Manager of a specific Case Type. Fields of this type accept the following formats.

  • Y

  • N

  • Yes

  • No

  • YES

  • NO

  • ?

  • n/a

  • N/A

Address Fields

Address fields have the following character limitations and will be truncated at the time of import so data can still be added into Neos.

  • Salutation – 100

  • Company – 100

  • Address – 100

  • Address 2 – 100

  • City – 25

  • State – 3

  • Zip Code – 10

  • County – 25

  • Country – 25

Email Account Field

The Email field will be truncated to 256 characters at the time of import so data can still be added into Neos.

If data is formatted incorrectly in your CSV file when the Import process has started, you will see an Invalid Data window showing the issue(s), e.g., too many digits in a phone number. Fields with invalid data from the listed entries will NOT be imported, however, the remaining data from that entry row will be imported when the Import button is clicked. Or, click cancel to verify field mappings and/or data formatted in your CSV file.

If the invalid field is a required field, e.g., Primary Staff, Neos will omit the entire entry from import.

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