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 Trust Transactions
Importing Trust Transactions into ZenCase can be done via uploading a CSV file from the Trust Transactions page in ZenCase.
You can use our CSV template file to ensure you format your CSV correctly.
Download Trust Transactions Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Trust Transaction Number | number | Required | Must be an integer and unique. |
Import Number | string |
| For reference purposes only. |
Matter Number | number or string | Required |
|
Transaction Date | date string | Required | Format: MM-DD-YYYY or MM-DD-YY. |
Transaction Type | string | Required | Options: "Deposit", "Withdraw" |
Payment Type | string | Required | This is the payment method name. |
Vendor Name | string |
| Required for "Withdraw" transaction type |
Description | string | Required |
|
Note | string |
|
|
Payment Reference | string |
|
|
Payer Number |
|
| Optional for deposits. |
Trust Amount | number or string | Required |
|
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 Trust Transactions page in ZenCase
Click the "Import Trust Transactions 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.