Using References
At the bottom of the lefthand sidebar, you'll find a list of reference links that provide quick access to essential Filevine data:
Contact IDs: Download a CSV of all Filevine contacts and their Contact IDs.
Project IDs: Download a CSV of all Filevine projects and their Project IDs.
User IDs: Download a CSV of all Filevine users and their User IDs.
This streamlined process eliminates the need to:
Switch between applications
Create and run Filevine reports
Manually search for IDs
Risk using outdated information
Key Features:
Instant CSV downloads of current Filevine data
No need to switch between Filevine and VineMigrator
Always up-to-date information
Standardized format for easy reference
Pro Tips:
Keep reference CSVs open while filling out import templates
Use spreadsheet lookup functions to automate ID matching
Download fresh references before starting new import jobs
Consider saving commonly used references for batch operations
Troubleshooting and Support
Remember, we're here to help! If you encounter any issues or have questions about using References feature, don't hesitate to reach out to our support team at support@vinetegrate.com.