When a customer joins Actionstep. there is a good chance they need to migrate data from their old systems.
Desktop Data Import Tool
The Desktop Data Import Tool is a program distributed by Actionstep to our partners to perform specific imports. It natively supports imports from Counsel Pro, Time Matters, LawBase, and Amicus. The tool can also be used a document import tool on many windows-based workstations and servers.
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Import Data In Actionstep
Actionstep offers a data import tool inside the application for users of that system. It is located at Admin > Import Data.
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Data Formatting
The document import using the Desktop Data Import Tool uses a CSV-filetype that requres specific columns headers and data formats to function.
Imports inside the Actionstep application interface can use CSV or XLSX filetypes. These imports also expect certain data points in specific formats.
Use the reference tables and files in this Actionstep Help Center article for format explanations.