Skip to main content
All CollectionsGetting StartedImport From Another System
Import Matter Connections, Roles, and Memos
Import Matter Connections, Roles, and Memos

How To Import Matter Connections, Roles, And Memos In 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 Connections For A Matter

Matter Connections associate a Contact with a Matter and can be found under the Matter > Matter detail > Connections tab.

Importing Matter Connections into ZenCase can be done via uploading a CSV file from the Matter list page or a specific Matter Profile's page on the "Connections" tab.

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

Download Matter Connection Template For Multiple Matters

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

Contact/Member Number

number or string

Yes

This is the contact's or member's number.
​

These are defined in Contacts table or Members table

Contact/Member Type

string

Options: "Contact" or "Member".

Defaults to "Contact".

Creator Number

number or string

Yes

This is the member's number.
​

These are defined in Members table

Relationship Role

string

Yes

Enter the relationship role name.
​

These are defined in Relationship Roles table

Job Title

string

Note

string

External Link

string

Billing Contact

number or string

This is the contact's number.
​

These are defined in Contacts table

Tags

string

Supports comma separated list.

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 "Connections" tab from the Matter details page

  • Click the "Import Connections 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 "Connections" tab page.

Alternatively, you can also upload Matter Connections for multiple matters directly from the Matters list page.

  • Go to the Matters list page in ZenCase

  • Click on the down arrow button next to "Import From CSV"

  • In the dropdown options, click the "Import Matter Connections 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 "Connections" tab page.

How to Import Role Assignments For A Matter

Matter Role Assignments are role assignments and/or rate assignments associated to a Matter by Member or Member Type.

Importing Matter Role Assignments into ZenCase can be done via uploading a CSV file from the Matters list page or a specific Matter Profile's page on the "Roles" tab.

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

Download Matter Roles Template For Multiple Matters

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

Member Number

number or string

Conditional

Required if member type empty.

This is the member's number.
​

These are defined in Members table

Member Type Name

string

Conditional

Required if member number empty.

Enter the member type name.

These are defined in Member Types table

Bill Rate

string

Must be greater than or equal to zero.

Default is 0.

Use Default Rate

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Pre-Bill Reviewer

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Pre-Bill Approval Notification

boolean

Options: "Y", "N".

Values represent "Y" for yes and "N" for no.

Start Date

date string

Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.
​

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

End Date

date string

Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.
​

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

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 "Roles" tab from the Matter details page

  • Click the "Import Role Assignments 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 "Roles" tab page.

Alternatively, you can also upload Matter Role Assignments for multiple matters directly from the Matters list page.

  • Go to the Matters list page in ZenCase

  • Click on the down arrow button next to "Import From CSV"

  • In the dropdown options, click the "Import Matter Role Assignments 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 "Roles" tab page.

How to Import Memos For A Matter

Matter Memos are notes, comments, or memos from the legacy system associated to a Matter.

Importing Memos into ZenCase can be done via uploading a CSV file from the Matters list page.

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

Creator Number

number or string

Yes

This is the creator member's number.

These are defined in Members table.

Subject

string

Date

date string

​Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.
​

Example: 05/01/2020 or 05-01-20 for May 1, 2020.

Note

string

Yes

HTML is supported.

Tags

string

Supports comma separated list for multiple tags.

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 on the down arrow button next to "Import From CSV"

  • In the dropdown options, click the "Import Memos 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 a specific Matter's "Memos" tab when you view the Matter Profile.


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

Related Articles
Import Task Memos
Import Members, Contacts, Matters, And Tasks
Import Contact Connections, Roles, And Memos
Import Matter Ledgers
Import Matter Zen KM Items
Did this answer your question?