Importing data into Litify is an important step in the implementation process. Import the clients involved in your existing cases, your intakes, and your matters into Litify. This importing guide covers the basic processes involved with each of these steps, as well as required permissions to complete these processes.

 

Articles in this guide


1. Import Permission Set
2. Importing Parties
3. Importing Intakes
4. Importing Matters With Matter Plans

 

Getting Started with Data Loader


First, it's important to understand the Data Loader application. Use this to import all of your data into Litify. This guide primarily uses the Data Loader web application, but you can also use the desktop application.

 

Permission Set


To import data, you must enable "Set Audit Fields upon Record Creation" permissions on a custom permission set.





 

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