Aps.mif

The two allowed imports are clients/matters and Employees. Other types of import are ignored. ImportFilterName needs to be set to "aps.mif".

General PMA.INI file settings

The MatterClientRelationship should be set to 7 (MUST_HAVE_MATTER_AND_CLIENT and CLIENT_FIND_MATTER), as this filter is for an accounting firm in Australia, so it will have many clients per matter, and must have clients and matters.

In the PMA.INI file the [System] section settings are:

PmaKey = 8

PMASystemLongName = "APS Advanced Professional Solutions"

PMASystemShortName = "APS"

The PMASystemShortName is not currently being used, but is kept in for reference.

WidthOfClientCode = 8

WidthOfMatterCode = 8

WidthOfGeneralCode = 8

Clients/matters

The Client/matter import file is expected to be a standard CSV file with each lin containing one record in the following format:

"ClientID","ClientName","MatterID","MatterName","ClientPhoneNumber".

Employees

The employee import from APS is also a CSV file with each lin containing one record in the following format:

"Username", "Username", "Staff Description", "Group Description", "Group Code", "Group ID"

Alternativly, if ImportReportFormat is 256 (or 1024 or 512) then the LDAP import from active directory. See How the LDAP import works for importing users.

ImportReportFormat

	ImportReportFormat (From the import section of the PMA.INI file)	Bit value	Add this number
		0	0
	LDAP import only. Import users from Active directory.	9	256
	LDAP import only, search entire Active Directory tree for users, not just the 'users' folder.	10	512
	LDAP import only, ignore users who are not in the either the MonTelUsersGroup or MonTelAdminGroup	11	1024