The Contacts Migrator tool is for importing, updating, and deleting contact records in Filevine's Address Book.
Whether you in need of importing bulk contact records for implementations and initial go live, or if you are in need of regularly being able to import bulk contacts data, this tool is for you!
Start by choosing your job type.
Create Contacts
The Create Contacts job type does just that - it allows you to transpose your contact records into our provided CSV template and bulk create contacts in Filevine.
Contact Record Fields currently supported as of Version 4.0:
Is Company (tells Filevine to treat this record as a person or a company) *Required
Person Type (supports all default and custom person types)
First Name (This field serves as Full Name for Company records) *Required
Middle Name
Last Name
Company
Department
Job Title
Email Address 1
Email Address 2
Email Address 3
Phone Number 1
Phone Number 2
Phone Number 3
Address 1 Line 1
Address 1 Line 2
Address 1 City
Address 1 State ("ST" format)
Address 1 Zip
Address 1 Note (text string)
Address 2 All Fields
Address 3 All Fields
Simply download the CSV template and transpose your records. Upload the completed CSV and Review Job to launch the importer.
Custom Contact Fields
As of May 2024, VineMigrator now supports Custom Contact Fields! Custom fields can be created using the Contacts Editor from the Advanced Tools. On the contact record, Custom Tabs will display Custom Fields that you create. VineMigrator supports most custom fields including strings, notes, booleans, dates, person links, URLs, numbers, and more.
Creating Import Templates
Click the Save as a template checkbox to save your job as a template to import next time! Our templates will remember the job type and fields you choose to import or update for quick and easy selection next time for jobs you might consistently repeat.
Update Contacts
Mass updates contact records given a "contactId". ContactId is a unique numerical identifier provided by Filevine for each individual contact record and can be retrieved from Filevine Reports. "Person ID" can be added to any standard pre-set report that is based on contact record fields.
Your standard preset reports for contact records in Filevine are found in the Report Builder in Filevine Advanced Tools and contain the following:
List of Contacts - All contacts in the address book. Contains duplicates representing every section of field a contact is associated to in every active project.
List of Clients - Unique records of all project level client records. Must have at least one active or archived project associated to appear on this report.
Marketing List* - Like List of Contacts, but contains only one unique record for every record in the address book.
*Marketing List is typically the best report to run contact records from as it contains all entries in the address book, including clients, and no duplicates.
The contactId field you must supply to VineMigrator's Contacts Update job type is found in Report Builder as "Person ID".
The only requirement for Contact Update job is contactId/"Person ID". The rest of the fields are eligible to update and you can leave blank values on job upload to skip rows or columns for update.
Delete Contacts
As of Version 4.0, VineMigrator only deletes the contact from any projects the contact is associated with either as a project client or in a person link field through out the template. You can see all associated contacts on a project via the Contacts built-in Filevine section type. This section type can be enabled from the Customs Editor at the Project Type Template level.
Use Case Examples
Your Attorney contact records are labeled "Attorney", but maybe you want to split out "Defense Attorneys" and "Referring Attorneys" in your Filevine database.
You have a list of contacts from Filevine without a contact type label, and you want to add a label to all of them at once instead of doing it manually one-by-one.
Separating "Treatment Providers" into sub groups.
Ensuring all of your Client contact cards are properly labeled 'Client' for the portal functionality and Mass Text feature.
Mass updating mailing addresses across multiple contact records.