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Practice Engine: Update Tallie People and Project Lists

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Use the Practice Engine Client/Job and Staff Export to update your People and Project lists in Tallie.

Generate Practice Engine Staff and Client Export Data 

To generate Practice Engine Staff and Client Export data:

  • Navigate to Reports.
  • Click on Exports.
  • Select the report you would like to generate.
  • Select Tallie Client/Job Export to generate a full report of Practice Engine project.
  • Select Tallie Recent Client/Job Export to generate a report of active projects in the last 90 days.
  • Select Tallie Staff Export to generate a report of Practice Engine people. practice_list_1.jpg

Once you have the report downloaded, return to Tallie to upload the data.

Update the People List

To update the Tallie People list:

  • Navigate to Settings.
  • Select Manage Lists.
  • Click Upload People.
  • Drag and drop or search for the Tallie Staff Export file on your desktop.
  • After the upload is complete Tallie will confirm all users were added or will indicate any errors found, simply correct the errors and re-upload the file. practice_list_2.jpg

Update the Project List

To update the Project list:

  • Navigate to Settings.
  • Select Manage Lists.
  • Click on the Projects page.
  • Click on Upload Projects.
  • Drag and drop or search for the Tallie Client/Job Export on your desktop.
  • Please Note: Upload the Tallie Staff Export before uploading the Tallie Client/Job to ensure users exist in   Tallie before they are added to projects.
  • After the upload is complete Tallie will confirm all projects were added or will indicate any errors found, simply correct the errors and re-upload the file.

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