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Import Matter Zen KM Items
Import Matter Zen KM Items

How To Import Matter Zen KM Items In ZenCase From Another System

Christine Clark avatar
Written by Christine Clark
Updated over 9 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 Zen KM Subjects For Multiple Matters

Importing Matter Zen KM Subjects into ZenCase can be done via uploading a CSV file from the Zen KM > Subjects list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Subject Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Priority

string

​Options: "High", "Medium", "Low".

Number

string

Required

Short Name

string

Required

Description

string

External Link

string

Tags

string

Supports comma separated list.

Facts

string

This is comma separated list of fact numbers associated to the subject.

Authorities

string

This is comma separated list of authority numbers associated to the subject.

Questions

string

This is comma separated list of question numbers associated to the subject.

Answers

string

This is comma separated list of answer numbers associated to the subject.

Connections

string

This is comma separated list of connection numbers associated to the subject.

Documents

string

This is comma separated list of document numbers associated to the subject.

Creator Number

number

Required

This is the member's number. These are defined in Members table

Upload Your CSV File

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

  • Go to the Zen KM list page in ZenCase

  • Click on "Subject" tab to view Zen KM Subjects.

  • Click the "Import Subjects From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new subjects in the Subjects table list.

How to Import Zen KM Facts For Multiple Matters

Importing Matter Zen KM Facts into ZenCase can be done via uploading a CSV file from the Zen KM > Facts list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Fact Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Priority

string

​Options: "High", "Medium", "Low".

Number

string

Required

Occurred At

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.

Description

string

Required

External Link

string

Tags

string

Supports comma separated list.

Subjects

string

This is comma separated list of subject numbers associated to the fact.

Authorities

string

This is comma separated list of authority numbers associated to the fact.

Questions

string

This is comma separated list of question numbers associated to the fact.

Answers

string

This is comma separated list of answer numbers associated to the fact.

Connections

string

This is comma separated list of connection numbers associated to the fact.

Documents

string

This is comma separated list of document numbers associated to the fact.

Creator Number

number

Required

This is the member's number. These are defined in Members table

Upload Your CSV File

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

  • Go to the Zen KM list page in ZenCase

  • Click on "Facts" tab to view Zen KM Facts.

  • Click the "Import Facts From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new facts in the Facts table list.

How to Import Zen KM Authorities For Multiple Matters

Importing Matter Zen KM Authorities into ZenCase can be done via uploading a CSV file from the Zen KM > Authorities list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Authority Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Priority

string

​Options: "High", "Medium", "Low".

Number

string

Required

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.

Citation

string

Description

string

Required

External Link

string

Tags

string

Supports comma separated list.

Subjects

string

This is comma separated list of subject numbers associated to the authority.

Facts

string

This is comma separated list of fact numbers associated to the authority.

Questions

string

This is comma separated list of question numbers associated to the authority.

Answers

string

This is comma separated list of answer numbers associated to the authority.

Connections

string

This is comma separated list of connection numbers associated to the authority.

Documents

string

This is comma separated list of document numbers associated to the authority.

Creator Number

number

Required

This is the member's number. These are defined in Members table

Upload Your CSV File

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

  • Go to the Zen KM list page in ZenCase

  • Click on "Authorities" tab to view Zen KM Authorities.

  • Click the "Import Authorities From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new authorities in the Authorities table list.

How to Import Zen KM Questions For Multiple Matters

Importing Matter Zen KM Questions into ZenCase can be done via uploading a CSV file from the Zen KM > Questions list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Question Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Priority

string

​Options: "High", "Medium", "Low".

Number

string

Required

Asked At

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.

Text

string

Required

External Link

string

Tags

string

Supports comma separated list.

Subjects

string

This is comma separated list of subject numbers associated to the question.

Facts

string

This is comma separated list of fact numbers associated to the question.

Authorities

string

This is comma separated list of authority numbers associated to the question.

Answers

string

This is comma separated list of answer numbers associated to the question.

Connections

string

This is comma separated list of connection numbers associated to the question.

Documents

string

This is comma separated list of document numbers associated to the question.

Creator Number

number

Required

This is the member's number. These are defined in Members table

Upload Your CSV File

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

  • Go to the Zen KM list page in ZenCase

  • Click on "Questions" tab to view Zen KM Questions.

  • Click the "Import Questions From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new questions in the Questions table list.

How to Import Zen KM Answers For Multiple Matters

Importing Matter Zen KM Answers into ZenCase can be done via uploading a CSV file from the Zen KM > Answers list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Answer Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Priority

string

​Options: "High", "Medium", "Low".

Number

string

Required

Asked At

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.

Text

string

Required

External Link

string

Tags

string

Supports comma separated list.

Subjects

string

This is comma separated list of subject numbers associated to the answer.

Facts

string

This is comma separated list of fact numbers associated to the answer.

Authorities

string

This is comma separated list of authority numbers associated to the answer.

Questions

string

This is comma separated list of question numbers associated to the answer.

Connections

string

This is comma separated list of connection numbers associated to the answer.

Documents

string

This is comma separated list of document numbers associated to the answer.

Creator Number

number

Required

This is the member's number. These are defined in Members table

Upload Your CSV File

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

  • Go to the Zen KM list page in ZenCase

  • Click on "Answers" tab to view Zen KM Answers.

  • Click the "Import Answers From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new answers in the Answers table list.

How to Import Zen KM Connections For Multiple Matters

Importing Matter Zen KM Connections into ZenCase can be done via uploading a CSV file from the Zen KM > Connections list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Connection Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Related Contact / Member Number

number or string

Required

​This is the contact's or member's number.
These are defined in Contacts table or Members table

Related Contact / Member Type

string

Defaults to "Contact".​ Options: "Contact" or "Member".

Creator Number

number

Required

This is the member's number. These are defined in Members table

Relationship Role Name

string

Required

Enter the relationship role name.
These are defined in Relationship Roles table

Job Title

string

Note

string

External Link

string

Billing Contact

boolean

​Options: "Y", "N". Values represent "Y" for yes and "N" for no.

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 Zen KM list page in ZenCase

  • Click on "Connections" tab to view Zen KM Connections.

  • Click the "Import Connections From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new connections in the Connections table list.

How to Import Zen KM Documents For Multiple Matters

Importing Matter Zen KM Documents into ZenCase can be done via uploading a CSV file from the Zen KM > Documents list page.

You can use our CSV template file to ensure you format your CSV correctly.
​Download Zen KM Document Template

Fields that can be imported in this specific order:

Field Name

Data Type

Required

Import Rules

Matter Number

number or string

Required

Required for multiple matters template.

This is the matter's number. These are defined in Matters table

Priority

string

​Options: "High", "Medium", "Low".

Number

string

Required

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.

File

string

Description

string

Required

Document Type

string

Enter the document type name.
These are defined in Firm Settings Document Types table

Note

string

Tags

string

Supports comma separated list.

Subjects

string

This is comma separated list of subject numbers associated to the document.

Facts

string

This is comma separated list of fact numbers associated to the document.

Authorities

string

This is comma separated list of authority numbers associated to the document.

Questions

string

This is comma separated list of question numbers associated to the document.

Answers

string

This is comma separated list of answer numbers associated to the document.

Documents

string

This is comma separated list of document numbers associated to the document.

Creator Number

number

Required

This is the member's number. These are defined in Members table

Upload Your CSV File

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

  • Go to the Zen KM list page in ZenCase

  • Click on "Documents" tab to view Zen KM Answers.

  • Click the "Import Documents From CSV" button.

  • Choose the CSV file you want to upload.

  • Click "Save".

  • Once your import is complete, you will see the new documents in the Documents table list.


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

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