Admins can import party records into Litify. This must be done before importing intakes and matters. Import parties first to ensure that you have parties to populate Client fields on intakes and matters. 

How to Import Party Records

  1. Create a CSV file containing every field you want to add to the new parties you are creating. Required fields include:
    • First Name
    • Last Name
    • Party Name
  2. Open Data Loader
  3. Log in to your Salesforce org.
  4. Select New Task Import.
  5. Select Insert, and select the Party object.
  6. Select Next.
  7. Choose the CSV file you created in step 1.
  8. Select Next.
  9. Map the values in your CSV to the appropriate fields in Litify.
  10. Select Next.
  11. Select Next.
  12. Select Save & Run.
  13. Select Run.
  14. Look for your successful insert. Locate your new parties in Litify.
  15. Create a report on the Party object that references all parties created today. Add the Party ID field.
  16. Export the report. Copy the Party IDs and add them to a new spreadsheet. We'll use this information while importing converted intakes.

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