Import clients and cases from Excel

If you keep clients or cases in Excel, you can import them in bulk.

1. Open Import & Export from the Account section of the menu.
2. Download the template for Clients, Cases, Contacts or Courts.
3. Fill it in Excel or Google Sheets. Keep the header row exactly as it is.
4. Save as CSV (UTF-8) and upload it.

AOMS shows how many rows were imported and lists any rows it skipped with the reason. Import clients before cases, so cases can be linked to existing clients by name.

You can also download a full ZIP export of your office data from the same page at any time.