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:
Be sure to import your Organization defaults first, such as Locations, Divisions, Relationship Roles, Matter Types, Billing Cycles, Billing Types, Member Types (aka Member Roles), Subject Matters, Task Types, Payment Methods, Invoice Terms, Vendors and Tags
Also make sure to import your Case information before billing, such as Members, Contacts, Matters, And Tasks
Task Memos
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 Memos For A Task
Importing Memos into ZenCase can be done via uploading a CSV file from the Task's list page.
You can use our CSV template file to ensure you format your CSV correctly.
Download Task Memos Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Task Number | number or string | Required | This is the task's number.
These are defined in Tasks table |
Creator Number | number or string | Required | This is the creator member's number.
These are defined in the Members table. |
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. |
Note | string | Required |
|
Tags | string |
| Supports comma separated list for multiple tags. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Tasks list page in ZenCase
Click on the down arrow button next to "Import From CSV"
In the dropdown options, click the "Import Memos From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will see the new fields with values on the Task's "Memos" tab when you view the Task Details. You can view task details by selecting "Edit Task" under the Actions column on the Tasks list table.
If you have any questions, please feel free to contact us.