2017

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KCS - How to Separate Matter Name From Matter Description in Some Exports

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:

  1. Export source data
  2. Open CSV in Excel
  3. Select the Matter Column
  4. Click the Data tab
  5. Click the Text to Columns button
  6. Click the Delimited radio button
  7. Click Next
  8. Click Other
  9. Type ":" into the Other text field
  10. Click Next
  11. Click Finish
  12. Click OK
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