Objective:
- Break out Matter from Description in .CSV exports
- After importing no Matter is assigned
Environment:
- Excel
Additional Information:
Many Exports concatenate the Matter Name and the Matter Description using a colon (for example 00001-Smith becomes 00001-Smith: Breaking and Entering.
If your Matters contain colons (:'s), this process cannot be used to separate Matter names from descriptions.
Procedure:
- Export source data
- Open CSV in Excel
- Select the Matter Column
- Click the Data tab
- Click the Text to Columns button
- Click the Delimited radio button
- Click Next
- Click Other
- Type ":" into the Other text field
- Click Next
- Click Finish
- Click OK