Import Center

Import Data

Bring in clients, matters, and matter parties from CSV files with stable number-based upserts.

Import Clients

Upsert clients by ClientNumber.

  • ClientNumber
  • ClientName
  • Status
  • PrimaryContact
  • Email
Download Client Template

Import Matters

Upsert matters by MatterNumber; clients must already exist.

  • MatterNumber
  • MatterName
  • ClientNumber
  • Status
  • ResponsibleAttorney
Download Matter Template

Import Parties

Create/link parties to existing matters by MatterNumber.

  • PartyName
  • Role
  • MatterNumber
Download Party Template

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