Admin Posted July 3, 2021 Share Posted July 3, 2021 We have a sample spreadsheets that you can use to bulk import your clients and contacts. If you need additional assistance, you can get help from our implementation team. We will assist during data migration, helping you import your existing data into Dibcase so you don't lose historical records. You'll be able to quickly add new clients, claims, notes, etc. while we get your team trained and your client and claims data moved over. At this time, only the client and contacts modules support data importation. Other data such as claims status, notes, events, tasks, etc. will have to be manually imported. Quote Link to comment Share on other sites More sharing options...
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