If you have been using INSZoom and want to bring data over from that system into LollyLaw, below is an overview of the procedure. Please contact us today to schedule your data import <sales@lollylaw.com> or call us as (323) 607-9023.
Note: it is important to get your data into a useable format so that you can ensure the quality of the data that is provided to us. If the data is improperly formatted, incomplete, or otherwise corrupted, data migration may be impaired. Talk with our migration specialists before proceeding.
Typically, the following data can be exported from INSZoom and imported into LollyLaw:
Contacts
Matters
Events
Users
Tasks
Notes
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Have questions? Contact us at sales@lollylaw.com or support@lollylaw.com.
Objectives:
Migrate my Contacts and Matters from INSZoom to LollyLaw
Export Contact and Matter data from INSZoom
INSZoom migration
Import data from INSZoom
Get data from INSZoom to LollyLaw
For the procedure below, it is recommended that you use the AdHoc Report that is in INSZoom. If you do not have access to the AdHoc Report, you may need to request access from INSZoom.
How to Export Contacts
Log in to INSZoom
Select Reports in the left navigation bar
Select Reports 1.0
Select Adhoc Reports from the list of Reports
Note: If you do not see Adhoc Reports in the list the client may have to contact INSZoom to request access to the Adhoc reporting functionality.Select Add Template
Enter a name for the Template "LollyLaw Contact Export" and save
Add the Input Columns (** Maximum of 100 columns per report)
These are the columns you will use as Filters such as Client StatusSelect Attach/Remove Columns above the Input Columns box
Choose Client from the Find In dropdown
Choose the Columns in the Removed Columns list (Left Side)
Select the Add button to move them to the Attached Columns list (Right Side)
Select Save
Add the Export Columns (** Maximum of 100 columns per report)
These are the columns that will be exported for the ContactSelect Attach/Remove Columns above the Output Columns box
Choose Client from the Find In dropdown
Choose the Columns in the Removed Columns list (Left Side)
Be sure to include 'Client ID' as this will link the contact to the MatterSelect the Add button to move them to the Attached Columns list (Right Side)
Select Save
Run the report
Select the value(s) for the Input Columns you added to filter the report accordingly
Select Get Report **ensure popups are not blocked
Select Click Here to download the report as an excel/csv file from the popup window
How to Export Matters
Log in to INSZoom
Select Reports in the left navigation bar
Select Reports 1.0
Select Adhoc Reports from the list of Reports
Note: If you do not see Adhoc Reports in the list the client may have to contact INSZoom to request access to the Adhoc reporting functionality.Select Add Template
Enter a name for the Template "LollyLaw Matter Export" and save
Add the Input Columns (** Maximum of 100 columns per report)
These are the columns you will use as Filters such as Case StatusSelect Attach/Remove Columns above the Input Columns box
Choose Case from the Find In dropdown
Choose the Columns in the Removed Columns list (Left Side)
Select the Add button to move them to the Attached Columns list (Right Side)
Select Save
Add the Export Columns (** Maximum of 100 columns per report)
These are the columns that will be exported for the ContactSelect Attach/Remove Columns above the Output Columns box
Choose Case from the Find In dropdown
Choose the Columns in the Removed Columns list (Left Side)
Be sure to include 'Client ID' as this will link the contact to the MatterSelect the Add button to move them to the Attached Columns list (Right Side)
Select Save
Run the report
Select the value(s) for the Input Columns you added to filter the report accordingly
Select Get Report **ensure popups are not blocked
Select Click Here to download the report as an excel/csv file from the popup window