How Do I Import Matter Relationships?

How Do I Import Matter Relationships?

Overview

Matters.Cloud provides a simple to use facility to import existing matter relationships when migrating from third party applications.

Import Formats

The following file format is supported:
  1. Microsoft Excel (.xlsx)

Import Process

Step 1: Download Import Format

To download the import format, go to Setup > Import data and locate the Matter Relationships field:



Download the appropriate Template using the links provided:



Step 2: Populate File Content

Populate the file with data from your third-party application.

Step 3: Import Data

Select the file to import using the Choose File button and then click the Import button.