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• Dropdown Field Options - the options for a dropdown field in a custom data collection

Import order suggestions

The order below is what we would suggest that anyone performing all of the imports should do. This takes into account data that is dependent upon previous imports to establish a logical order.

This assumes the user has set up the items needed for each import to be successful. This includes setting up participant types, action types, rate labels, expense templates, and fee income accounts where necessary.

Items falling under the same number can be performed in any order, as their dependencies will be covered by previous imports by the time they are listed.

1. Contacts - no dependency

2. Contact notes - dependent upon contacts import

   Contact relationships - dependent upon creating relationships

   Default contact types - dependent upon setting up participant types

3. Matters - dependent upon contacts

4. File notes - dependent upon matters

   Mult-row data - dependent upon matters(contacts, if Linked-participant data field is supported)

   Trust accounts - dependent upon matters

   Trust Receipts and Trust Payments

   
   

   Expenses/Disbursements - dependent upon matters/contacts

   Parties - dependent upon matters/contacts

5. Dropdown fields - (potentially) dependent upon multi-row data

6. Quick-codes - no dependency

7. Tasks - dependent upon contacts, optionally matters, optionally quick-codes

8. Time entries - dependent upon contacts, optionally matters, optionally quick-codes

9. Accounts receivables - dependent upon matter/contacts/account setup

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beforeimport beforeimport

Before Importing Data

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