Import Data Migration Order Sequence
Import Organization Defaults For Your Firm
Import Members, Contacts, Matters, And Tasks
Import Contact Connections, Roles, And Memos
Import Contact Custom Fields and Values
Import Matter Connections, Roles, and Memos
Import Matter Custom Fields and Values
Import Matter Zen KM Items
Import Task Blueprint Libraries
Import Task Memos
Import Task Custom Fields and Values
Import Legacy Billing Records Into ZenCase
Import Client Ledgers
Import Matter Ledgers
Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments
Import Trust Transactions