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General Instructions for Use
General Instructions for Use

Check out these general tips and tricks for making the most of VineMigrator.

Tom Copeland avatar
Written by Tom Copeland
Updated over a week ago

Data Type Explanations

VineMigrator makes use of "data types" throughout our Import Templates for aligning data correctly in Filevine. Filevine allows for many different data types - text, dropdown, dates, numbers, and other common data types. However, Filevine also allows for speciality data types that are specifically formatted for Filevine, like person links, due dates with reminders, and custom contact fields.

A comprehensive list of data types supported by Filevine and therefore included on our import templates are listed below.

  • Data Type: This column is the name of the data type as you'll see it in VineMigrator import templates and Filevine.

  • Description: A description of how to treat the data type.

  • Example: An example of how to format and insert the data.

  • Common: Whether this data is common to other systems and therefore compatible on a 1:1 basis, or if the data type is a Filevine-centric field.

Data Type

Description

Example

Common

String

any text

Hi my name is bob

Yes

Boolean

True false statement.

TRUE

Date

A date in mm/dd/yyyy format (all numbers)

10/28/2021

Yes

Time

A time in hh:mm:ss format (all numbers)

13:12:06

Yes

Integer

Any number. Integer fields do not accept any symbols or letters, including spaces.

4486863

Yes

Email

An email address. Treat as a string.

Yes

Person Link

The full name of a contact within Filevine. It must be an exact match, both case and spacing.

Bob t. Example

Filevine-Centric

String (Number with dash)

If you have a number with a dash it must have spaces between the dashes or it will not migrate

2024 - 101

Yes

Dropdown

A single-choice or multi-choice list of choices. Values must exactly match the choices in Filevine. Multi-select can be comma-separated.

Client

Yes

Text

Same as string

this is text!

Yes

Currency

A monetary value. Do not include any symbols such as $, and the value can have up to 2 decimal places.

34.45

Plain Decimal

as above, but with no limit to decimal places

685.45856

Dataset Upload Tool

This tool allows you to securely upload your data to our internal Data Ops team for processing Express Migration jobs. Express Migrations are a managed service Vinetegrate offers. You will not see this module with the On Demand plan.

Simply provide a Name, Description, and then multi-upload your files to us. We accept only Excel or CSV uploads with this tool. We will be notified on our end when the data is securely uploaded.

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