MyCase Field Mappings

MyCase Field Mappings

The following table indicates customizations to how fields are mapped into MyCase.

Calendar Entries

Final_Subject => Name
Final_Description + Final_Location => Description

Contact Categories

Final_Subject => Name

Contacts

When Final_Kind = Company

Final_FullName => Name

When Final_Kind = Person

Final_FirstName => First_Name
Final_MiddleName => Middle_Name
Final_LastName => Last_Name

Important Notes about "Addresses"

The Best-Fit Algorithm

Some systems allow an unlimited number of Phone Numbers, Email Addresses, Postal Addresses, and Web Addresses to be assigned to contacts.  When these systems are migrated into MyCase, a "Best Fit" algorithm is used to import as many fields as possible.  The algorithm works as follows:
  1. Make a list of all the addresses
  2. Order the list by DisplayOrder ascending.
  3. For each address field:
    1. Assign the first address that matches that field's preferences.
    2. Remove that address from the list.
  4. For each address field that does not have an address assigned:
    1. Assign the first address from the list.
    2. Remove that address from the list.
  5. If there are still any addresses left on the list, they are ignored.

This algorithm allows each address to be assigned to its best field and allows extra addresses to squeeze into any open spot.

Address Preferences for Company Contacts

A Company contact supports the following addresses:
  1. 2 Phone Numbers
    1. Main (Preferences: Location = Billing, Kind = Phone OR Location = Work, Kind = Phone)
    2. Fax (Preferences: Kind = Fax)
  2. 1 Email Address
    1. Email (Preferences: Location = Billing OR Location = Work)
  3. 1 Postal Address
    1. Address (Preferences: Location = Billing OR Location = Work)
  4. 1 Website Address
    1. Website (Preferences: Location = Billing OR Location = Work)

Address Preferences for Person Contacts

A Person contact supports the following addresses:
  1. 4 Phone Numbers
    1. Home (Preferences: Location = Home, Kind = Phone)
    2. Cell (Preferences: Location = Mobile, Kind = Phone)
    3. Work (Preferences: Location = Work, Kind = Phone)
    4. Fax (Kind = Fax)
  2. 1 Email Address
    1. Email (Preferences: Location = Billing OR Location = Work)
  3. 1 Postal Address
    1. Address (Preferences: Location = Billing OR Location = Work)
  4. 1 Website Address
    1. Website (Preferences: Location = Billing OR Location = Work)

Custom Field Definitions

Final_Subject => Name

Notes (Contacts and Matters)

Final_Date => Date
Final_Subject => Subject
Final_Description_Html => Note

Practice Areas

Final_Subject => Name

Matter Stages

Final_Subject => Name

Time Activities

Entry_Date => Final_Date OR Final_Created_At OR <Unknown>
Description => Final_Subject and Final_Description
Final_HourlyRate => Rate
Final_Duration => Hours

Important Notes about Time Activities

When a Time Activity is imported into MyCase, a "Best-Fit" algorithm will be used to make sure that the billable amount of the time entry is preserved.  This happens when the Final_Rate * Final_Duration amount will not equal the Final_Total_Override (either due to rounding, truncation, or discounts).
In situations like this, the time entry will be imported as a flat-fee item.
When importing, time entries, the Duration field supports a single decimal place (ie. 1.1 hours, not 1.15 hours).

Expense Activities

Entry_Date => Final_Date OR Final_Created_At OR <Unknown>
Description => Final_Subject and Final_Description
Final_Units => Units
Final_UnitPrice => Cost

Important Notes about Expense Activities

When an Expense Activity is imported into MyCase, a "Best-Fit" algorithm will be used to make sure that the billable amount of the time entry is preserved.  This happens when the Final_Units * Final_UnitPrice amount will not equal the Final_Total_Override (either due to rounding, truncation, or discounts).
In situations like this, the Expense Activity entry will be imported with Units = 1 and Cost = Final_Total_Override.

Fee Activities

Entry_Date => Final_Date OR Final_Created_At OR <Unknown>
Description => Final_Subject and Final_Description
Rate => Final_Total_Override

Task Entries

Due_Date => Final_Due_At OR <Unknown>
Name => Final_Subject
Description => Final_Description
Final_Stage => Completed
Final_Priority => Priority

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