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
Client Ledgers
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. |
Transaction Type | string | Required | Options: Debit, Credit. Invoices are "Debit". Payments are "Credit". |
Invoice Number | number |
| Must be an integer and unique. |
Payment Number | number |
| Must be an integer and unique. |
Payment Method | string |
| This is the payment method name. |
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. |
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.