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Settings

Importing Data

The Import screen brings existing data into Cadence IP in bulk — contacts, matters, roles, field values, tasks and file notes from CSV files, plus matter images from a ZIP. It's the fastest way to move a caseload across when your firm first adopts the app.

Import each kind of record from its own tab, following the recommended order.

One tab per record type

The Import section has a tab for each kind of data: Contacts, Matters, Roles, Field Values, Tasks, File Notes and Images. Each tab explains the columns that file needs, marking which are required and which are optional, and offers a Download sample CSV so you can start from a correctly formatted template.

Follow the recommended order

Import in this order so that each step can reference the data imported before it:

  1. Contacts — the people and organisations.
  2. Matters — the files themselves.
  3. Roles — which contacts play which role on each matter.
  4. Field Values — the data-field values for each matter.
  5. Tasks — outstanding tasks.
  6. File Notes — notes recorded against matters.
  7. Images — matter images, last.

Important

Roles, field values, tasks and file notes all attach to matters, and roles attach to contacts — so importing out of order leaves records with nothing to connect to. Stick to the sequence above.

Uploading a file

On a tab, download the sample, fill it with your data, then Upload CSV. Cadence IP runs a dry-run check first, showing which rows are valid, which have warnings and which have errors, so you can fix problems before anything is committed. When you're happy, start the import and watch its progress. Recent imports are listed on each tab for reference.

Importing images

The Images tab expects a ZIP file whose filenames are matter IDs (for example, 1001.png), imported against a chosen matter type. Each image is matched to the matter whose ID matches its filename.