Overview
When importing your data from one system to another, it is best to import the data into ZenCase in a specific order sequence to ensure that dependent items exists before importing items associated to them.
Import Order Sequence
Step 1: Firm Defaults
Locations
Divisions
Abbreviations
Relationship Roles
Matter Types
Matter Subtypes
Billing Cycles
Billing Types
Document Types
Document Subtypes
Jurisdictions
Member Types
Soft Costs
Task Types
Payment Methods
Invoice Terms
Vendors
Tags
Custom Fields/Values
Step 2: Case Information
Import Members
Note: Members that are imported will NOT receive a welcome email. You can send members emails after data migration using a bulk action to "Resend Invitations" from the Firm Settings > Members page.
Import Contacts
Import Matters
Import Tasks
Import Contact Addresses
Import Contact Email Addresses
Import Contact Phone Numbers
Import Contact Connections
Import Contact Role/Rate Assignments
Import Contact Memos
Import Contact Custom Fields
Custom Fields must be created in Firm Settings before you can import for a contact
Import Matter Connections
Import Matter Role/Rate Assignments
Import Matter Memos
Import Matter Custom Fields
Custom Fields must be created in Firm Settings before you can import for a matter
Import Matter Custom Records
Currently has to be done for each Custom Record table, but multiple matters is supported
Custom Record tables must be created in Firm Settings before you can import for a matter
Import Task Memos
Import Task Custom Fields
Custom Fields must be created in Firm Settings before you can import for a task
Task Blueprint Libraries
Task Blueprints
Zen KM Subjects
Zen KM Facts
Zen KM Authorities
Zen KM Questions
Zen KM Answers
Zen KM Connections
Zen KM Documents
Zen KM Relationships
Step 3: Billing
Import Legacy Billing Records
A/R
Fees
Expenses
Invoices
Payments
Credit Memos
Trust Transactions
Import Client Ledger Entries
Import Matter Ledger Entries
Import Invoices (MUST COME BEFORE TIME AND EXPENSES)
Import Unbilled Time Entries
Note: In Firm Settings, set "Round time entries up to next 1 minute increment" to 1 minute. This must be done BEFORE importing time entries.
This will prevent time entries from rounding and be accurate during import
When importing charges, set matters
ledes_enabled = trueandrequire_ledes_codes = falseduring import so there are no failures forLedes activity code can't be blank, Ledes task code can't be blank
Import Unbilled Fixed Fees
Import Unbilled Expenses
Import Billed Time Entries
Import Billed Fixed Fees
Import Billed Expenses
Import Trust Transactions
Import Payments
Import Payment Allocations
This is a long process, so it should be last step in import process
Let us know if you have any questions!