Overview

When importing your data from one system to another, it is best to import the data into ZenCase in a specific order sequence to ensure that dependent items exists before importing items associated to them.

Import Order Sequence

Step 1: Firm Defaults

Locations
Divisions
Abbreviations
Relationship Roles
Matter Types
Billing Cycles
Billing Types
Document Types
Member Types
Task Types
Payment Methods
Invoice Terms
Vendors
Tags
Custom Fields/Values

Step 2: Case Information

Import Members
1. Note: Members that are imported will NOT receive a welcome email. You can send members emails after data migration using a bulk action to "Resend Invitations" from the Firm Settings > Members page.
Import Contacts
Import Matters
Import Tasks
Import Contact Connections
Import Contact Rate Assignments
Import Contact Memos
Import Contact Custom Fields
1. Custom Fields must be created in Firm Settings before you can import for a contact
Import Matter Connections
Import Matter Rate Assignments
Import Matter Roles
Import Matter Memos
Import Matter Custom Fields
1. Custom Fields must be created in Firm Settings before you can import for a matter
Import Matter Custom Records
1. Currently has to be done for each Custom Record table, but multiple matters is supported
2. Custom Record tables must be created in Firm Settings before you can import for a matter
Import Task Memos
Import Task Custom Fields
1. Custom Fields must be created in Firm Settings before you can import for a task

Step 3: Billing

Import Legacy Billing
1. A/R
2. Fees
3. Expenses
4. Invoices
5. Payments
6. Credit Memos
7. Trust Transactions
Import Client Ledger Entries
Import Matter Ledger Entries
Import Invoices (MUST COME BEFORE TIME AND EXPENSES)
Import Unbilled Time Entries
1. Note: In Firm Settings, set "Round time entries up to next 1 minute increment" to 1 minute. This must be done BEFORE importing time entries.
2. This will prevent time entries from rounding and be accurate during import
3. When importing charges, set matters ledes_enabled = true and require_ledes_codes = false during import so there are no failures for Ledes activity code can't be blank, Ledes task code can't be blank
Import Unbilled Fixed Fees
Import Unbilled Expenses
Import Billed Time Entries
Import Billed Fixed Fees
Import Billed Expenses
Import Trust Transactions
Import Payments
Import Payment Allocations
1. This is a long process, so it should be last step in import process

Let us know if you have any questions!

Import Task Memos

Import Unbilled And Unsettled Billed Time Entries, Expenses, Invoices, And Payments

Import Data Migration Tips and Tricks

Setup LEDES Billing For Client

Setup LEDES Billing For Matter