Migration import lets you bring in clients and matters from a spreadsheet or another system, and nothing goes live until someone signs off. Here is a quick tour.
1:20 video·Captions and transcript·1 written guide
01Overview
0:00 / 1:20
Chapters
10
Import clients and matters from CSV
Migration import brings records from a spreadsheet or another system, and nothing goes live until someone signs off.
1
Open Migration import
Go to Compliance › Migration import.
2
Choose the file type
Under What's in the file, pick a type, such as Clients and matters, Notes, Tasks, Key dates or Financial opening balances.
3
Upload the file
Select Choose a CSV file. Files can be up to 5 MB and 5,000 rows.
4
Work through the tabs
Use 1. Map columns, 2. Preview and 3. Row errors to check the import.
5
Sign off
On 4. Sign off, approve the import to make it live.
Screen by screen
Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.
02Find it
Compliance, then Migration import: the breadcrumb at the top shows where this page lives.
03Four tabs
The import runs in four tabs: Map columns, Preview, Row errors, and Sign off.
04Test mode
A banner says Northgate Demo Immigration, a fictional demo firm, isn't live yet, with 1 of 4 go-live steps done. See what's left shows the rest.
05File limits
The card reads No import in progress. Files can be up to 5 MB and 5,000 rows, and documents come as a CSV manifest, then a ZIP up to 25 MB.
06File type
Choose what the file holds from the dropdown. Here it is set to Clients and matters.
07Upload
Then use Choose a CSV file to upload it.
08Sign off
Nothing goes live until you sign off on the last tab, 4. Sign off.
09Status bar
At the bottom, All changes saved shows that nothing is pending. Times are in America/Toronto, and Test mode, Go live sits on the right.
10Recap
So: find it under Compliance, follow the four tabs, check test mode, pick a type and upload, and sign off to go live. Next: Client-file exports.
Overview. Migration import lets you bring in clients and matters from a spreadsheet or another system, and nothing goes live until someone signs off. Here is a quick tour.
Find it. Compliance, then Migration import: the breadcrumb at the top shows where this page lives.
Four tabs. The import runs in four tabs: Map columns, Preview, Row errors, and Sign off.
Test mode. A banner says Northgate Demo Immigration, a fictional demo firm, isn't live yet, with 1 of 4 go-live steps done. See what's left shows the rest.
File limits. The card reads No import in progress. Files can be up to 5 MB and 5,000 rows, and documents come as a CSV manifest, then a ZIP up to 25 MB.
File type. Choose what the file holds from the dropdown. Here it is set to Clients and matters.
Upload. Then use Choose a CSV file to upload it.
Sign off. Nothing goes live until you sign off on the last tab, 4. Sign off.
Status bar. At the bottom, All changes saved shows that nothing is pending. Times are in America/Toronto, and Test mode, Go live sits on the right.
Recap. So: find it under Compliance, follow the four tabs, check test mode, pick a type and upload, and sign off to go live. Next: Client-file exports.
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