How do I import citations?

Citations

Import citations from a different application into the Court Management application. This will routine will use the import file to create new citations. You can use this routine to import citations from a Caselle delimited file, a user-defined delimited file, or a user-defined fixed-length file. You can set the default values that Connect will use to create new citations from the import file.

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How do I import citations?

Before you get started

You will need the import file name and location.

Importing citations from another application

1. Open Connect Court Management > Cases > Import Citations.

2. To set up the default options, click Options (F12).

The default values allow you to determine the values that will be assigned to certain fields in the import file. For more information on how to set up the import values, see the help topic titled How do I change my default settings for importing citations?

3. Select the Import File Type.

If the import file was created by a Caselle application, use Caselle Delimited. If the import file was created by another application, use User-defined Delimited or User-defined Fixed Length. The option that you select will determine which fields you will need to set up before you run the routine.

4. Set up the Print menu.

When you run Import Citations, you have the option of printing a report, printing a report and importing citations, and importing citations without printing a report. For more information, see the help topic Import Citations Report

5. Click GO (CTRL+G).

The routine runs.

Updated 08Jun2018

Viewing the imported citation detail

To review the citation detail, print the Import Citations Report. To print the report, run the Import Citations routine and select Report Only as the Print option. The report will include a section titled Imported Citations. That's the section that will show the citation detail that's included in the import file.

Updated 30Jul2018

Viewing errors and warnings

To test the import file for errors and warnings, print the Import Citations Report. It includes a section titled Errors and Warnings that will show you a list of issues in the import file.

Updated 30Jul2018