Send bulk referrals using Data Loader to send one or many referrals to many different firms at once. You might have a long list of referrals to send to partner firms on Litify. Follow this guide to create a .csv file containing the fields and field values you want to load, insert the .csv, then determine field mapping.
- Create a .csv file containing all fields and field values you want to map to the new referral records. Each referral record you add must contain the following required fields:
- Sync Status: set to New
- Phone
- Client First Name
- Client Last Name
- Originating Firm: Your firm
- Handling Firm: Firm you are sending referrals to.
- Case State: State the case resides in
- Record Type: set to Outgoing Referral
- Open Data Loader.
- Select New Task - Import.
- Choose the Insert operation and Referral object.
- Select Next.
- Select the CSV file you created in step 1.
- Select Next.
- Choose the mapping for every field. Any data that is not mapped will not be added to your org. For any field that requires a Lookup, click the Lookup via checkbox and complete the following steps.
- In Originating Firm, select Firm Name in the Firm dropdown list.
- In Handling Firm, select Firm Name in the Firm dropdown list.
- In Case Type, select Case Type Name in the Case Type dropdown list.
- Select Next.
- Review the Summary on the following page, then click Save & Run.
- Look for the successful Referral Insert, then check your Litify referrals to review your new referrals.
You have successfully sent bulk referrals using Data Loader.