Client Matter Code Imports

Unanswered Question
Jun 8th, 2007

I have a client that using BAT to import client matter codes from a text file into his call manager database. He gets this csv file exported in the proper format to import. As I sad before, he's using the Bulk Administration Tool to import his CMCs into call manager. Now it is getting very tedious and he wants to automate the process. Does anyone know of a way to automate the cmc imports?

I have this problem too.
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a-vazquez Wed, 06/20/2007 - 06:17

As of today, there is no way to automate the Client Matter code imports.

Russell La Plante Tue, 08/28/2007 - 09:53

And they made it worse with CM 5.1 by tightening up security too much. We had it automated by connecting to the database with a custom script. If you are still using 4.1 and are not moving to 5.1 let me know and I will get you more information.

chevymannie Tue, 08/28/2007 - 09:59

We don't plan on moving anytime soon. If you could give me the info for that script I'd really appreciate it.

Russell La Plante Wed, 02/06/2008 - 07:15

The script only worked on 4.x as it was a MSSQL db. It would not work with 5.x and I doubt 6.x.


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