This article will walk you through the steps to take when importing your Dockets from an Excel Spreadsheet on to Docketbook.
1. In the Dockets tab, select Import
2. From this page, you can upload file. Please note:
- Upload in CSV or XLS format
- Ensure items you upload exist in your Docketbook Resource list
- If using CSV, use standard date formats (dd/mm/yyyy, yyyy-mm-dd)
3. From this page you can select the drop down list to match the column headings to match the Docket fields. If all looks correct, you can then select Next.
4. If you have a Order number linked to the Docket you will need to have this linked to have your import successful. Once linked you can select Next.
5. You will also need to ensure your line items from your file match the resources on Docketbook. Once linked, you can select Next.
6. From this page, you will be informed of any errors. Otherwise, you will be able to select Import and see the Dockets created to Accept.
