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How To Import Locations, Divisions, Relationship Roles, Matter Types, Member Types, Billing Cycles, etc Into ZenCase From Another System

Christine Clark avatar
Written by Christine Clark
Updated over a month ago



What Do We Allow For Import?

We currently support the following data to be imported into ZenCase via a CSV file in any order:

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 Locations

Importing Locations into ZenCase can be done via uploading a CSV file from the firm settings locations page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Locations Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Location Name

string

Required

Enter the location name.
These are defined in Locations table

Country

string

Required

Address

string

Required

City

string

Required

State

string

Required

Postal Code

string

Required

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Locations page in ZenCase

  • Click the "Import Locations From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Divisions

Importing Divisions into ZenCase can be done via uploading a CSV file from the firm settings divisions page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Divisions Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Division Name

string

Required

Enter the division name.
These are defined in Divisions table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Divisions page in ZenCase

  • Click the "Import Divisions From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Abbreviations

Importing Abbreviations into ZenCase can be done via uploading a CSV file from the firm settings abbreviations page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Abbreviations Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Abbreviation

string

Required

This is the abbreviated text.

Expansion

string

Required

This is the expanded text that the abbreviation represents.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Abbreviations page in ZenCase

  • Click the "Import Abbreviations From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.



How to Import Relationship Roles

Importing Relationship Roles into ZenCase can be done via uploading a CSV file from the firm settings relationship roles page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Relationship Roles Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Relationship Role Name

string

Required

Enter the relationship role name.
These are defined in Relationship Roles table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Relationship Roles page in ZenCase

  • Click the "Import Relationship Roles From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Matter Types

Importing Matter Types into ZenCase can be done via uploading a CSV file from the firm settings matter types page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Matter Types Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Type Name

string

Required

Enter the matter type name.
These are defined in Matter Types table

Active

boolean

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Jurisdiction Enabled

boolean

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

LEDES Enabled

boolean

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Matter Types page in ZenCase

  • Click the "Import Matter Types From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Matter Subtypes

Importing Matter Subtypes into ZenCase can be done via uploading a CSV file from the firm settings matter subtypes page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Matter Subtypes Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Subtype Name

string

Required

Enter the matter subtype name.

Active

boolean

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Matter Types

string

Supports comma separated list of names.
These are defined in Matter Types table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Matter Subtypes page in ZenCase

  • Click the "Import Matter Subtypes From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Billing Cycles

Importing Billing Cycles into ZenCase can be done via uploading a CSV file from the firm settings billing cycles page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Billing Cycles Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Billing Cycle Name

string

Required

Enter the billing cycle name.
These are defined in Billing Cycles table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Billing Cycles page in ZenCase

  • Click the "Import Billing Cycles From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Billing Types

Importing Billing Types into ZenCase can be done via uploading a CSV file from the firm settings billing types page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Billing Types Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Billing Type Name

string

Required

Enter the billing type name.
These are defined in Billing Types table

Fee Type

string

​Options: Fixed or Hourly.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Billing Types page in ZenCase

  • Click the "Import Billing Types From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Document Types

Importing Document Types into ZenCase can be done via uploading a CSV file from the firm settings document types page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Document Types Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Document Type Name

string

Required

Enter the document type name.
These are defined in Document Types table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Document Types page in ZenCase

  • Click the "Import Document Types From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Document Subtypes

Importing Document Subtypes into ZenCase can be done via uploading a CSV file from the firm settings document subtypes page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Document Subtypes Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Document Subtype Name

string

Required

Enter the document subtype name.

Active

boolean

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Document Types

string

Supports comma separated list of names.
These are defined in Document Types table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Document Subtypes page in ZenCase

  • Click the "Import Document Subtypes From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

​

How to Import Jurisdictions

Importing Jurisdictions into ZenCase can be done via uploading a CSV file from the firm settings jurisdictions page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Jurisdictions Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Jurisdiction Name

string

Required

Enter the jurisdiction name.
These are defined in Jurisdictions table.

Description

string

Active

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Jurisdictions page in ZenCase

  • Click the "Import Jurisdictions From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Member Types

Importing Member Types into ZenCase can be done via uploading a CSV file from the firm settings member types page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Member Types Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Member Type Name

string

Required

Enter the member type name.
These are defined in Member Types table

Default Bill Rate

number or string

Pre-Bill Reviewer

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Member Types page in ZenCase

  • Click the "Import Member Types From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Soft Costs

Importing Soft Costs into ZenCase can be done via uploading a CSV file from the firm settings soft costs page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Soft Costs Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Soft Cost Name

string

Required

Enter the member type name.
These are defined in Soft Costs table

Bill Type

string

Required

Options: Fixed Rate, Quantity Rate, Percentage Of Invoice Fees.

Bill Rate

number or string

Default For Matters

boolean

Contingent

Required if "Percentage Of Invoice Fees".

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Soft Costs page in ZenCase

  • Click the "Import Soft Costs From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Task Types

Importing Task Types into ZenCase can be done via uploading a CSV file from the firm settings task types page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Task Types Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Task Type Name

string

Required

Enter the task type name.
These are defined in Task Types table

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Task Types page in ZenCase

  • Click the "Import Task Types From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Payment Methods

Importing Payment Methods into ZenCase can be done via uploading a CSV file from the firm settings payment methods page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Payment Methods Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Payment Method Name

string

Required

Enter the payment method name.

Payment Method Only

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Trust Transaction Only

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Credit Memo

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Payment Methods page in ZenCase

  • Click the "Import Payment Methods From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Invoice Terms

Importing Invoice Terms into ZenCase can be done via uploading a CSV file from the firm settings invoice terms page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Invoice Terms Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Invoice Term Name

string

Required

Enter the invoice term name.

Days

number or string

Required

Enter the number of days for the invoice terms.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Invoice Terms page in ZenCase

  • Click the "Import Invoice Terms From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Vendors

Importing Vendors into ZenCase can be done via uploading a CSV file from the firm settings vendors page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Vendors Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Vendor Name

string

Required

Enter the vendor name.

Name To Print On Check

string

This is the name to be printed on the check when integrated with QuickBooks in ZenCase.

Tax ID

string

Email

string

Phone Number

string

Address 1

string

Address 2

string

City

string

State

string

​Note: This must be the two letter US state abbreviation or the full US state name.

e.g. "FL" or "Florida"

Postal Code

string

​Note: Make sure that all zip codes are 5 digits for US zip codes.Please note that Excel may strip out the leading, beginning, 0 before all zip codes.

e.g "32082"

Country

string

Track Payments for 1099

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Website

string

Note

string

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Vendors page in ZenCase

  • Click the "Import Vendors From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.


​

How to Import Tags

Importing Tags into ZenCase can be done via uploading a CSV file from the firm settings tags page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Tags Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Tag Name

string

Required

Enter the tag name. Supports comma separated values for multiple tags. These are defined in Tags table.

Description

string

Scopes

string

Supports comma separated values for multiple scopes.
​Options: Contacts, Matters, Tasks, Charges, Invoices, Payments, Trust Transactions, Note, Zen KM

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Tags page in ZenCase

  • Click the "Import Tags From CSV" button

  • Choose the CSV file you want to upload

  • Click "Save"

  • Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.

How to Import Custom Fields

Importing Firm Custom Fields into ZenCase can be done via uploading a CSV file from the firm settings custom fields page in ZenCase.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Custom Field Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Field Label

string

Required

Field Name

string

Required

Field Type

string

Required

​Options: Big Text, Boolean, Date, Link, Number, Select List, Text, Phone, Email, Date Time, Currency

Active

boolean

Required

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Group

string

Matter Types

string

Enter the matter type name. Supports comma separated values. These are defined in Matter Types table

Required

string

​Options: Always, On Close.

Show On Form

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Helper Text

string

Select List Options

string

Supports comma separated values.

Display In Matter Header

boolean

Options: "Y", "N". Values represent "Y" for yes and "N" for no.

Upload Your CSV File

Once you have your CSV file filled out, you can then upload your CSV from ZenCase:

  • Go to the Firm Settings page in ZenCase

  • Go to the Firm Settings > Custom Fields tab in ZenCase

  • 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 receive an email letting you know whether your import has successfully been imported or if there are any failures.


If you have any questions, please feel free to contact us.

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