What Do We Allow For Import?
We currently support the following data to be imported into ZenCase via a CSV file which must be imported in the following order:
Be sure to import your Organization defaults first, such as Locations, Divisions, Relationship Roles, Matter Types, Billing Cycles, Billing Types, Member Types (aka Member Roles), Subject Matters, Task Types, Payment Methods, Invoice Terms, Vendors and Tags
Also make sure to import your Case information before billing, such as Members, Contacts, Matters, And Tasks
It is best to download the import templates provided below and to ensure the data is consistently formatted to match the template for the best migration success of your firm's data.
It is recommended to have a backup of your firm's data in a secure file system or data center to ensure no data is lost.
Note: All Importers are limited to 100,000 records per CSV file.
How to Import Custom Fields and Values For Multiple Matters
Matter Custom Field/Values are associated to a Matter and can be found in the Matter > Matter detail > INFO tab which can be used in blueprints using the Blueprint Field Name.
Importing Custom Fields and Values into ZenCase can be done via uploading a CSV file from the Matter list page.
You can use our CSV template file to ensure you format your CSV correctly.
Download Matter Custom Field/Value Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Matter Number | number or string | Yes | This is the matter's number.
These are defined in Matters table |
Field Label | string | Yes |
|
Field Name | string | Yes |
|
Field Value | string | Yes |
|
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Matters list page in ZenCase
Click the "Import from CSV" button
Click the "Import Custom Fields/Values From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will see the new fields with values on each of the Matter's "INFO" tab page.
How to Import Custom Fields and Values For A Single Matter
Matter Custom Field/Values are associated to a Matter and can be found in the Matter > Matter detail > INFO tab which can be used in blueprints using the Blueprint Field Name.
Importing Custom Fields and Values into ZenCase can be done via uploading a CSV file from the Matter's page on the "INFO" tab.
You can use our CSV template file to ensure you format your CSV correctly.
Download Custom Field/Value Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Field Label | string | Yes |
|
Field Name | string | Yes |
|
Field Value | string | Yes |
|
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Matters list page in ZenCase
Select a Matter to view the details page
Click on the "INFO" tab from the Matter details page
Click the "Import Custom Fields From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will see the new fields with values on the Matter's "INFO" tab page.
If you have any questions, please feel free to contact us.