Import citations from a different application into the Court Management application. This will routine will use the import file to create new cases.

You can use this routine to import citations from 

• a Caselle delimited file,

• a user-defined delimited file, 

• a user-defined fixed-length file, or

• a CrimeStar XML.[More]

This view was updated with a new look and feel in the 2023.11 release.

Before you get started

• You will need the import file name and location.

Importing citations from another application

1. Open Connect Court Management > Cases > Import Citations.

2. To set up the default options, click Options (F12).

The default values allow you to determine the values that will be assigned to certain fields in the import file. For more information on how to set up the import values, see the help topic titled How do I change my default settings for importing citations?

3. Select the Import File Type.

If the import file was created by a Caselle Connect application, use Caselle Delimited. If the import file was created by another application, use User-defined Delimited or User-defined Fixed Length. The option that you select will determine which fields you will need to set up before you run the routine.   

Choose an import file type: 

• Caselle delimited. The import file was created by Connect. The import file fields will be mapped to the fields in Court Management. 

• CrimeStar XML The import file was created by CrimeStar. The import file fields will be mapped to the fields in Court Management if you're running version 2023.11 or later. 

• User-defined delimited. The import file was created by another application and the import file uses a character or symbol to mark the end of the field. You will need to map the fields from the import file to the fields in Connect and then you should save the import file settings. 

• User-defined fixed length. The import file was created by another application and the number of characters allowed in each field is set by the application. You will need to map the fields from the import file to the fields in Connect and then you should save the import file settings.  

4. Set up the Print menu.

When you run Import Citations, you have the option of printing a report, printing a report and importing citations, and importing citations without printing a report. For more information, see the help topic Import Citations Report (2023.11)

5. Click GO (CTRL+G).

If you selected the option to print a report, the report will show the information that will be included for each case. 

If you selected the option to create new cases, a new case is created for each citations in the import file. You can use Modify Existing Cases to review the imported information and make any needed corrections.