Importing your firm's case records is an essential step to the implementation process. This article series covers the basic processes required to import data of each needed record type (such as parties, intakes, and matters). 

About Data Loader

Use Salesforce's Data Loader application to import all of your data into Litify.  

About Permission Sets

If you are using custom permissions, you must enable Set Audit Fields upon Record Creation permissions.

Was this article helpful?
0 out of 0 found this helpful