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Import Client Ledgers

How To Import Client Ledgers Into ZenCase From Another System

Christine Clark avatar
Written by Christine Clark
Updated over 10 months 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 Client Ledgers

Importing Client Ledgers into ZenCase can be done via uploading a CSV file from the Contacts List page in ZenCase.

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

!!! IMPORTANT NOTE: Importing Client Ledgers should be used for data migration purposes only. By importing client ledgers with existing billing data may affect your total client balance and may have consequences with billing.

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Client Number

number or string

Required

Must be unique.
This is the contact's number. These are defined in Contacts table

Transaction Type

string

Required

Options: Debit, Credit. Invoices are "Debit". Payments are "Credit".

Invoice Number

number

Must be an integer and unique.
These are defined in Invoices table

Payment Number

number

Must be an integer and unique.
These are defined in Payments table

Payment Method

string

This is the payment method name.
These are defined in the Payment Methods table

Amount

number

Must be greater than or equal to zero.

Transaction 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

Note: Invoice or Payment number is required. One must exist for each entry.


Upload Your CSV File

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

  • Go to the Contacts page in ZenCase

  • Click the "Import Contacts" button

  • From the dropdown options, select "Import Ledger Entries from CSV"

  • 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 do not see the "Import Ledger Entries from CSV" button, then you will need to request a firm administrator to enable Data Migration Import permissions for your security group.


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