Importing Data
Overview
You can import clients and cases into Firm Chambers from CSV or XLSX files. This is useful when migrating from another system or onboarding a batch of new records.
Step 1: Download the Template
Navigate to Data Management > Import and click "Download Template" for the resource type you want to import (Clients or Cases). The template includes all required and optional columns with example data.
Step 2: Prepare Your Data
Fill in the template with your data. Required fields are marked in the column headers. Common fields include:
- Clients: First name, last name, email, phone, company name, address.
- Cases: Case reference, title, client (must match an existing client), practice area, status.
Step 3: Upload the File
Click "Import" and select your prepared file. The system validates the data and shows a preview of what will be created.
Step 4: Review and Confirm
Review the import summary showing total rows, rows to be created, and any rows with errors. Fix any validation errors in your file and re-upload, or proceed with the valid rows.
Step 5: Monitor Progress
The import runs in the background. Check the Import Jobs tab to see progress, success counts, and any row-level errors with details about what went wrong.
Tips
- Always use the provided template to ensure column names match exactly.
- Import clients before cases, since cases need to reference existing client records.
- Test with a small batch first to verify your data format is correct before importing the full dataset.