Migrating Matters

Migrating Matters

Matters can be imported to Matter365 by filling in the sample Excel file with Matter information.

Some of the details that will be required for creating new Matters are client name, Matter type and Matter source. Make sure to already have that data available in Matter365 before beginning with Matters migration.
To read more about importing contacts to Matter365, click here.
To read more about managing Matter types and creating new ones, click here.
To read more about managing Matter sources and creating new ones, click here.
To read more about managing Matter Custom Fields and creating new ones, click here

On Matters page, select Import Matters.
import Matters from Matters page

A dialog will show, and in it you can download an example file prepared for you.

Import Matters dialog

In order to avoid errors while populating Matter info, in this file you already have the most of the required data available in dropdown menus.

Matter Name (required field) – Can’t be longer than 92 characters, and shouldn’t contain any special characters.  See the full list of special characters here: https://app.matter365.com/OfficeConstraints

Full Matter name will be created in this format: ID-CLIENT-MATTERNAME so you don’t have to enter your client’s name here.
When doing a mass import of matters it is best to use only unique Matter Names, if you have multiple Matter Names with the same values it can cause issues. 

Matter Type (required field) – Dropdown list of all available Matter types that you have created in Matter365. 

Matter Source (required field) – Dropdown list of all available Matter sources that you have created in Matter365.

Client (required field) – Dropdown list of all available contacts that you have created in Matter365.

Responsible Attorney (required field) – Dropdown list of all accounts with a Matter365 license in your organization. If this is left empty, the account of a person importing this file will be added as Responsible Attoreny, Owner and Member of the matter. 

Owners (optional field) – Dropdown list of all accounts with a Matter365 license in your organization. If this is left empty, the account of a person importing this file is appointed a Matter owner. It is possible to have multiple owners on a Matter.

Members (optional field) – Dropdown list of all accounts with a Matter365 license in your organization. It is possible to have multiple members working on the same Matter.

Description (optional field) – Can’t be longer than 10.000 characters. You can use this field to add any legacy information about a Matter you’re migrating over to Matter365.

You can add more Custom Fields, learn more about Custom fields here.

After downloading and opening the import example file in Excel, click on Enable Editing button, so you could make changes to this file.
Matter import file example
Click on Enable Content.
Matter import file example
After filling in the Matter info, your file will look something like this (probably with more Matters than in this example):
If you have a lot of Matters to import, a good practice is to split that data into separate import files not bigger than 200 Matters per file.
Filled in example file

Browse for this file in Matter Import dialog and click Import:
Import Matters dialog
While Matters are being imported, you can use the rest of the application. Progress bar will be displayed in top right corner of the page.
Import progress
After import is finished, you will see a notification in top right corner of the screen.
Notification after import is done
If importing any of the provided Matters wasn’t successful, you can click on that notification to find out which ones failed. If that happens, edit the Excel file to keep only those failed ones in it, and try importing the file again.
After successful import, your Matters are ready to be used.


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