Guide for preparing a .csv file for users

You can use this table as a guide for preparing a .csv file of your users. You do not need data for all the column headings. To save processing time, you can remove empty columns.

Note: This is a fixed list of the recognized fields imported by CCH iFirm . If you have any column headings in your .csv file that are not listed below, they will not be imported.

Column Description	Data Format	Character Length Limit	Information
UserName	No spaces	100	Required
FirstName	Example: John	50	Required
LastName	Example: Smith	50	Required
MobilePhone	Example: 819-224-4567	14	Optional Please note that the country calling code should not be included; use the CallingCodeCountry column.
CallingCodeCountry	Example: +1 for Canada		Required if a mobile phone number is entered in the MobilePhone column.
EmailAddress	Example: example@wolterskluwer.com		Required
HomePhone	Example: 416-224-4567		Optional
JobTitle		50	Optional
LinkedInProfile	Example: https://www.linkedin.com/company/wolters-kluwer/	100	Optional
AboutMe		1000	Optional
Birthday	Use the Mmm dd yyyy date format. Example: Jan 01 2025		Optional
SkypeID		25	Optional
StartDate	Use the Mmm dd yyyy date format. Example: Jan 01 2025		Optional
TwitterID		50	Optional
WorkPhone	Example: 416-224-4567		Optional
StandardHoursStartDate	Use the Mmm dd yyyy date format. Example: Jan 01 2025		Required if entering hours in the MondayHours, TuesdayHours, WednesdayHours, ThursdayHours, FridayHours, SaturdayHours or SundayHours columns
MondayHours	Example: 7.50		Optional
TuesdayHours	Example: 9		Optional
WednesdayHours	Example: 8.00		Optional
ThursdayHours	Example: 12.50		Optional
FridayHours	Example: 9		Optional
SaturdayHours	Example: 8.00		Optional
SundayHours	Example: 0.50		Optional
HourlyChargeoutRate	Not supported	Not supported	Not supported
TimesheetEntryMode	b = units d = decimal e = actual time Example: b, d or e		Optional
Group1		25	Optional
Group2		25	Optional
Percentage	Example: 100, 50, 75		Optional BudgetedBillableStartDate required if populated
Profile	1 = Profile with id = 1. Separate multiple profiles with the \|. Example: 1 or 2\|3		Optional
Roles	The EN toggle content of the Role Title in Manage Roles. Separate multiple roles with the \|. Example: Partner\|Preparer. None and All can be used to assign roles.		Optional
BudgetedBillableStartDate	Use the Mmm dd yyyy date format. Example: Jan 01 2025		Required if entering a percentage in the Percentage column.