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Starting with Argos 7.4.3, importing billing codes from CSV files has been drastically simplified. While the method outlined here still works, we recommend using the new CSV File Import feature directly in Argos Manager.

 

 

Argos 7 can import Billing Codes from CSV files or other types of delimited text files. 

Prepare your text file

To import Billing Codes from a text file, the data must adhere to standard formatting rules. While comma-delimited and tab-delimited files are the most common, the file could be delimited by any ASCII character, such as semi-colon(;), pipe(|) or dash(-).

We recommend including a header line for easier mapping. Depending on your accounting package, you may export your file in a few different readable formats. Here are some examples:

Single-tiered project import:

ProjectNumber, ProjectName
1000, Starbucks Spear St
1001, 221 Main St
1002, Transbay Terminal
1003, Walgreens

Two-tiered Client/Matter one file import :

ClientNumber, ClientName, MatterNumber, MatterName
1000, Grover Cleveland, 900, Cleveland V Harrison
1000, Grover Cleveland, 901, Wills/POA
1001, Bluth Company, 525, Zuckerkorn

Two-tiered Client/Matter two file import:

Clients file:

ClientNumber, ClientName
1000, Grover Cleveland
1001, Bluth Company

Matters file:

MatterNumber, MatterName, ClientNumber
900, Cleveland V Harrison, 1000
901, Wills/POA, 1000
525, Zuckerkorn, 1001

For this example, we will use a two-tiered Project/Phase import.

Set up a System DSN

The first step is to create a System DSN on the server where the import will occur. The Argos Integration service (a component of Argos Application Server) should be installed and running on this machine.

  1. Create a location for your files. In this example, we are using C:\Argos7Installers\Projects, but the file could reside anywhere on the network.
  2. Browse to Control Panel>Administrative Tools>Data Sources(ODBC). Note: on Windows 7 or Server 2008, just type "ODBC" in the search box.
  3. Select the "System DSN" tab.

     
  4. Click "Add" and scroll down to "Microsoft Text Driver (*.txt, *.csv), then click "Finish"

     
  5. Enter a name for your data source ("Project List", "Client Codes", etc)
  6. Uncheck "Use Current Directory", click "Select Directory", browse to your CSV file(s) and click OK

     
  7. Click "Options", then "Define Format"

     
  8. Select your file
  9. Check "Column Name Header" if header was used in file (recommended)
  10. Select delimiter from Format dropdown if other than CSV
  11. Click "Guess" to define columns based on header row

     
  12. If using a second file for phases, matter or other second tier, repeats steps 8-11 for next file

     

    You may receive the following Microsoft error when saving your DSN. This is a known Microsoft issue and can safely be ignored.
     

     
    For more information, see this Microsoft KB Article .

Import from System DSN

Once your DSN has been configured, its time to import Billing Codes.

  1. Click Projects>Configure>Import

     
  2. Select "Imports billing codes from variety of sources" and click "Configure..."

     
  3. Select "Specify connection string" 
  4. Choose "Microsoft OLE DB Provider for ODBC Drivers", the click "Next"

     
  5. Select the System DSN name you created earlier from "Use data source name" and click "Test connection"

     
  6. Select "use table" on first tier tab and select your first tier CSV (SampleProjectList.csv in this case)
  7. Select Number field for "Number"
  8. Select Name field for "Name"
  9. If Billing Code list has "Active/Inactive" field, select "Active" box and define values

     
  10. Select "use table" on second tier tab and select your second tier CSV (SamplePhaseList.csv in this case)
  11. Select Number field for "Number
  12. Select Name field for "Name"
  13. If Billing Code list has "Active/Inactive" field, select "Active" box and define values
  14. Enter Parent Project Number (reference to first tier) in "Project Number" field

     
  15. Click "OK"

Scheduling

The billing code import can be run manually or on a schedule. If you'd like to schedule the import, click the "Schedule..." button and define a schedule. Sepialine recommends importing from Vision on a nightly basis, but some customers prefer to import several times a day.

Run the Import

Click "Run now" to manually run the Vision import. You will see a progress bar and a success message when finished.

Custom imports

It is possible to run custom SQL queries against your CSV source to import the Billing Codes in a different format. This is discussed in "Importing Billing Codes from a SQL database".

 

64 Bit computer?

Windows x64 operating systems do not include all required drivers to run a billing code import from a CSV. Follow these additional steps to set up an import on a 64-bit computer.