Guide to Importing Data into Matters.Cloud

Guide to Importing Data into Matters.Cloud

Overview

Matters.Cloud provides import tools to help you migrate data from other systems efficiently. Dedicated import templates are available for different record types, allowing you to transfer historical data into Matters.Cloud with minimal manual entry.

This guide provides an overview of the available import options and links to detailed instructions for each data type.

Before You Import

Before importing data, ensure that:
  1. You are using the latest import template available in Matters.Cloud.
  2. The data is complete and correctly formatted.
  3. Any related records required by the import already exist in Matters.Cloud.
  4. A backup copy of the original data has been retained.

Available Import Types

Clients

Import client records into Matters.Cloud, including client details and contact information.
How Do I Import Clients?

Suppliers

Import supplier records into Matters.Cloud.
How Do I Import Suppliers?

Contacts

Import contact records into Matters.Cloud.
How Do I Import Contacts?

Organisations

Import organisation records into Matters.Cloud.
How Do I Import Organisations?

Matters

Import matter records and associate them with existing clients.
How Do I Import Matters?

Matter types

Import matter type records into Matters.Cloud.
How Do I Import Matter types?

Matter Comments

Import comments associated with matters.
How Do I Import Matter Comments?

Relationship types

Import relationship types used to define relationships between records.
How Do I Import Relationship Types?

Matter Relationships

Import relationships between matters and related records.
How Do I Import Matter Relationships?

Opportunities

Import opportunity records to track potential new business and client enquiries.
How Do I Import Opportunities?

Time Entries

Import historical time records, including fee earner details, recorded hours, rates and narratives.
How Do I Import Time Records?

Expenses

Import expense and disbursement records associated with existing matters.
How Do I Import Expenses?

Invoices

Import historical invoice data, including fees, expenses, tax information and payment terms.
How Do I Import Invoices?

Payments

Import historical payment records associated with invoices.
How Do I Import Payments?

Client account transactions

Import historical client account transactions into Matters.Cloud.
How Do I Import Client Account Transactions?

Rates

Import rate information used for billing and time recording.
How Do I Import Rates?

Undertakings

Import undertaking records into Matters.Cloud.
How Do I Import Undertakings?

Users

Import user records into Matters.Cloud.
How Do I Import Users?

Recommended Import Order

To maintain data integrity, we recommend importing records in an order that ensures related records are available before dependent data is imported.

A typical import sequence is:
  1. Users
  2. Suppliers
  3. Contacts
  4. Organisations
  5. Clients
  6. Matter Types
  7. Matters
  8. Matter Comments
  9. Relationship Types
  10. Matter Relationships
  11. Opportunities
  12. Rates
  13. Time
  14. Expenses
  15. Invoices
  16. Payments
  17. Client Account Transactions
  18. Undertakings
The exact order may vary depending on the data being imported and the relationships between records.

Troubleshooting Import Issues

If an import is unsuccessful, check that:
  1. The correct template is being used.
  2. All mandatory fields have been completed.
  3. Column headers have not been renamed or removed.
  4. Related records referenced in the import file already exist in Matters.Cloud.
  5. Dates, currencies and numerical values are in the correct format.
Info
If you continue to experience issues, please contact the Matters.Cloud Support Team at support@matters.cloud and provide the import file together with details of any error messages received.