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Import Task Custom Fields and Values

How To Import Task Custom Fields And Values In ZenCase From Another System

Christine Clark avatar
Written by Christine Clark
Updated over 11 months ago

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:

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 Custom Fields and Values For Multiple Tasks

Importing Custom Fields and Values into ZenCase can be done via uploading a CSV file from the Task list page.

You can use our CSV template file to ensure you format your CSV correctly.
โ€‹Download Task Custom Field/Value Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Task Number

number or string

Required

This is the task's number.

These are defined in Tasks table

Field Label

string

Required

Field Name

string

Required

Field Value

string

Required

Upload Your CSV File

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

  • Go to the Tasks list page in ZenCase

  • Click the "Import from CSV" button

  • Click the "Import Custom Fields/Values 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 each of the Task > Details page when viewing a specific task.


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

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