Automate - Import Clients & Matters (SQlite)

Owned by Ryan Best (Unlicensed)
Aug 28, 2023
4 min read

 

The material in this document is for informational purposes only. This guide assumes that the most recent version of Rampiva Automate is in use unless otherwise noted in the prerequisites. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.

Introduction

This document outlines the steps required to populate the Clients and Matters tables from an existing folder structure of a processing environment.

Prerequisites

Instructions

A. Creating the Matters Table

1

Using Windows Explorer, browse to the location where your Matter folders are stored. If you have multiple drive locations, gather this information for each location.

2

In Windows Explorer, select all Matter folders and use a Shift+Right click to display the Copy as path function in Explorer.

3

Paste the list into a text editor and remove unwanted path information from the file.

For example, we removed “R:\Projects\Fast Food Corp\” and the trailing quote to leave behind just the matter folder name.

4

When complete, the list should not include drive or network paths.

5

Download the file Build Client & Matters Tables - Rampiva Automate.xlsx and open with Microsoft Excel.

 

6

Copy trimmed Matter names from step 4 into the name column of sheet Matter Table.

7

Generate a random GUID for each Matter. This can be any series of numbers and letters but must be unique for each Matter.

In this example, we used the generator at GUIDgenerator.com.

 

8

Paste GUIDs into the id column in the ‘Matter Table’ sheet.

9

Switch to Sheet2, update the Client field for each matter. Populate every row with a value.

Once all values are populated, copy the entire Client column. Paste into the Client column in the sheet Unique Clients.

10

From the Unique Sheets tab, select the Client column and deduplicate the values using the Remove Duplicates function in Excel.

From the function ribbon, select Data>Remove Duplicates.

11

Generate and paste new GUIDs for each unique client into the id column on sheet ‘Unique Clients’.

12

Switch to the Matter Table sheet. Confirm all clientid values are populated by the existing VLOOKUP formulas.

13

From the Matter Table sheet, save the file as CSV (comma delimited) and name the file matters.csv.

B. Creating the Clients Table

1

Verify that the Client Table sheet is populated with valid entries.

 

2

From the Client Table sheet, save the file as CSV (comma delimited) and name the file clients.csv.

 

3

Open the file in a text editor to trim any extra rows. Empty rows will prevent the file from importing into SQLite correctly. An example of empty rows is Lines 5 through 11 in the image to the right.

C. Import lists into SQLite

1

Stop the Rampiva Scheduler service.

 

2

Run DB Browser for SQLite as an administrator.

3

Browse to and open the clientMatter.db file located at C:\ProgramData\Rampiva\Scheduler for Nuix\Scheduler\stores\clientMatter.db.

4

From the File menu, select import Table from CSV file.

5

Select the clients.csv file and click OK on the Import to CSV file dialog.

6

Select Yes to All when prompted.

7

From the File menu, select import Table from CSV file, again.

Select the matters.csv file and click OK on the Import to CSV file dialog.

8

Select Yes to All when prompted.

9

From the function ribbon, select Write Changes, then Close Database.

10

Close DB Browser for SQLite.

11

Restart the Rampiva Scheduler service.

 

 

12

Verify Clients and Matters in Rampiva Automate.