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

Recent Import Activity

When Type File Status Imported Updated Skipped Errors By
6/15/2026 8:30 PM Clients import-button-client.csv Completed 1 0 0 0 User One
6/15/2026 8:30 PM Clients validation-clients.csv Validation Issues 1 0 0 2 User One
6/15/2026 6:39 PM Parties import-parties.csv Completed 2 0 0 0 User One
6/15/2026 6:39 PM Matters import-matters.csv Completed 1 0 0 0 User One
6/15/2026 6:39 PM Clients import-clients.csv Completed 1 0 0 0 User One