# Legal Tracker

This plugin will register a CSV handler to convert the exported CSV files from LegalTracker to valid client matter json files. The filename should contain LTtoiManageMatterUpdates or LSUser or LSMatter

The LegalTracker csv files should be dropped into the monitor directory and are converted to clientmatter*.json files using the mapping from the configuration.

FieldMappingClientCode/Name
If the csv file contains a clientcode/name column, specify the fieldname in the FieldMappingClientCode/Name

DefaultClientCode/Name
If the csv file doesn't contain a clientcode/name column, specify the default value for the ClientCode/Name

FieldMappingMatterCode/Name
Specify the name of the field van the MatterCode/Name

FieldMappingMatterUser
Specify the name of the field that contains the username that should have access to this matter. You can optionally specify the name of the field in Sharepoint/variable to be used in the permissionset. For example:
User=__Members
this will use the value from User column in the csv file and fill the MatterProperties in the json with the key __Members and ; separated the usernames from the rows in the csv file.

FieldMappingMatter
Specify the mapping of additional fields in the format of: csv field=sharepoint field. The values will be added to the matterproperties in the json file with the sharepoint field name as key.

Last Updated: 6/25/2024, 12:09:04 PM