What Do We Allow For Import?
We currently support the following data to be imported into ZenCase via a CSV file in any 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 Addresses For A Contact
Contact Address import should be used AFTER the Contacts import to correct any invalid addresses that were ignored from the Contacts import.
Importing Contact Addresses into ZenCase can be done via uploading a CSV file from the Contacts list page.
You can use our CSV template file to ensure you format your CSV correctly.
Download Contact Addresses Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Contact Number | number or string | Yes | This is the contact's number.
These are defined in Contacts table |
Address 1 | string | Yes |
|
Address 2 | string |
|
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Address 3 | string |
|
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City | string |
|
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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. (e.g "32082")
|
Country | string |
|
|
Address Type | string |
| Options: Home, Work, Other, Billing.
Default: "Other". |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Contacts 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 Contact's "Details" tab in the "Addresses" section when you view the Contact Profile.
How to Import Email Addresses For A Contact
Contact Email Address import should be used AFTER the Contacts import to correct any invalid email addresses that were ignored from the Contacts import.
Importing Contact Email Addresses into ZenCase can be done via uploading a CSV file from the Contacts list page.
You can use our CSV template file to ensure you format your CSV correctly.
Download Contact Email Addresses Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Contact Number | number or string | Yes | This is the contact's number.
These are defined in Contacts table |
string | Yes |
| |
Email Type | string |
| Options: Home, Work, Other, Billing.
Default: "Other". |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Contacts list page in ZenCase
Click on the down arrow button next to "Import From CSV"
In the dropdown options, click the "Import Email Addresses 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 Contact's "Details" tab in the "Email Addresses" section when you view the Contact Profile.
How to Import Phone Numbers For A Contact
Contact Phone Number import should be used AFTER the Contacts import to correct any invalid phone numbers that were ignored from the Contacts import.
Importing Contact Phone Numbers into ZenCase can be done via uploading a CSV file from the Contacts list page.
You can use our CSV template file to ensure you format your CSV correctly.
Download Contact Phone Numbers Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Contact Number | number or string | Yes | This is the contact's number.
These are defined in Contacts table |
Number | string | Yes |
|
Extension | string |
|
|
Phone Type | string |
| Options: Home 1, Home 2, Work 1, Work 2, Other, Billing.
Default: "Other". |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Contacts list page in ZenCase
Click on the down arrow button next to "Import From CSV"
In the dropdown options, click the "Import Phone Numbers 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 Contact's "Details" tab in the "Phone Numbers" section when you view the Contact Profile.
How to Import Connections For A Contact
Contact Connections import should be used AFTER the Contacts import to associate any Contact or Member together.
Importing Contact Connections into ZenCase can be done via uploading a CSV file from the Contacts list page or a specific Contact Profile's page on the "Connections" tab.
You can use our CSV template file to ensure you format your CSV correctly.
Download Contact Details Connection Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Contact Number | number or string | Yes | This is the contact's number.
These are defined in Contacts table |
Related Contact/Member Number | number or string | Yes | This is the contact's or member's number. |
Related Contact/Member Type | string |
| Options: "Contact" or "Member".
Defaults to "Contact". |
Relationship Role | string | Yes | Enter the relationship role name. These are defined in Relationship Roles table |
Job Title | 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 Contacts list page in ZenCase
Select a Contact to view the details page
Click on the "Connections" tab from the Contact 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 Contact's "Connections" tab page.
Alternatively, you can also upload Contact Connections for multiple contacts directly from the Contacts list page.
Go to the Contacts list page in ZenCase
Click on the down arrow button next to "Import From CSV"
In the dropdown options, click the "Import Contact 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 Contact's "Connections" tab page.
How to Import Role Assignments For A Contact
Contact Role Assignments import should be used AFTER the Contacts import to assign roles to a Contact.
Importing Contact Role Assignments into ZenCase can be done via uploading a CSV file from the Contacts list page or a specific Contact Profile's page on the "Roles" tab.
You can use our CSV template file to ensure you format your CSV correctly.
Download Contact Details Roles Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Contact Number | number or string | Yes | This is the contact's number.
These are defined in Contacts table |
Member Number | number or string | Conditional | Required If Member Type Empty.
This is the member's number.
These are defined in the Members table |
Member Type | 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. |
No 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.
|
End Date | date string | Conditional | End Date is required if Start Date is populated.
Format: MM/DD/YYYY or MM/DD/YY or MM-DD-YYYY or MM-DD-YY.
|
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Contacts list page in ZenCase
Select a Contact to view the details page
Click on the "Roles" tab from the Contact 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 Contact's "Roles" tab page.
Alternatively, you can also upload Contact Role Assignments for multiple contacts directly from the Contacts list page.
Go to the Contacts list page in ZenCase
Click on the down arrow button next to "Import From CSV"
In the dropdown options, click the "Import Contact 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 Contact's "Roles" tab page.
How to Import Memos For A Contact
Contact Memos import should be used AFTER the Contacts import to associate notes, comments, or memos from the legacy system to a Contact.
Importing Memos into ZenCase can be done via uploading a CSV file from the Contacts list page.
You can use our CSV template file to ensure you format your CSV correctly.
Download Contact Memos Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Contact Number | number or string | Yes | This is the contact's number.
These are defined in Contacts table |
Creator Number | number or string | Yes | This is the creator member's number.
These are defined in Members table. |
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. |
Subject | string |
|
|
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 Contacts 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 Contact's "Memos" tab when you view the Contact Profile.
If you have any questions, please feel free to contact us.