CSV Parameters for Setup of Jobs

The following is a collection of pages on how to configure any CSV job in CAM for any module that supports them.

Tip: CAM supports both Comma delimited (.csv) and Tab delimited (.tsv) format files for upload.

Note: Any columns used in the CSV file must be mapped with the metadata in the external systems. When a job is uploaded with a unique metadata, CAM will only modify the workspace(s) that have the unique metadata assigned. If the unique metadata does exist in any of the existing workspace(s), CAM will create a new workspace for the uploaded job.

When modifying workspace with fewer columns (metadata) than the current list of metadata attached to the matter, we replace the values specified in the CSV and existing metadata remains intact.