Import Your Matters

To save time and effort, you can import your matters directly into your system.

Complete the Data Import Spreadsheet

To import your Matters:

1. Download the Matters Data Import Spreadsheet to your preferred location. For a smooth import process, do not change the file name or format.
2. Open the spreadsheet.
3. At the bottom of the spreadsheet, click Data Entry Instructions.
4. On the Data Entry Instructions tab, read the instructions.
5. Click Matters Data.
6. On the Matters Data tab, in the upper left corner, click inside cell A2.
7. Click on the Matter Type field’s drop-down and select the matter type.  If the matter type does not equal client, you can leave this field blank.
8. Enter your matters’ information in the remaining fields.
   Important: To ensure the State field populates upon import, be sure to complete the Country field.
9. In the upper left corner, click Save.
   Close the spreadsheet.

Import Your Matters

1. In the upper right corner of your screen, click Quick Action.
2. At the bottom of the drop-down, click Import Data.
   
   The Custom Import screen opens.
   
   
3. From the What do you want to import field drop-down, select Import Matters.
4. In the Add files using drag and drop field, click Upload File or Drag and drop the file from your browser.
   On the browser window, locate the spreadsheet and double-click it.
   The file name populates the Choose File field.
5. In the bottom right corner, click Upload.
   The screen refreshes, displaying your contact data.
6. If there are issues with the data, the Total Errors, Total Warnings and Total Auto-Fix fields display tallies.

7. Click the colored triangle to the left of any field for information regarding how to address the warning, then apply the fix. If you are unable to fix an error at this time, uncheck the box beside the client’s name to remove them from the import.
8. In the upper right corner of the screen, click Complete Import.
   A message box displays: Are you sure you want to complete the import?
9. Click Yes.
   A message displays: Import data has been completed successfully.
10. Click Close.
11. From the left navigation panel, click Matters.
12. On the Matters screen, review your Matters to confirm the import’s success.

For further clarity, read the Non-Financial Data Migration Guide