Looking for tools to help import, export, and manipulate your firm’s data? Follow the directions below in order to remove duplicate contact and company entries, import contacts, calendar events, cases, and billing codes, and more!
Click on Tools & Settings (the gear icon in the upper right).
Click on Data Management in the new menu on the right.
Click on the desired tab CSV Import, Remove Duplicates, Export. See the sections below for info about each tab.
Have a large amount of data to import such as events or billing codes? Utilize the Import Tools in MerusCase which allows firms to import data via CSV files.
For each type of CSV import, paste comma delimited dates into the field provided.
Each import tool has the option to Clear Contents which will erase any data you have pasted.
Alternatively, click on the Examine Data button to prompt MerusCase to review the information pasted. If the data pasted can be read by MerusCase, the data will be imported into MerusCase.
The MerusCase Dedupe tool removes duplicate rolodex entries that have identical information by merging in those multiple entries into one. Cases attached to the rolodex entry will also be merged into the new single contact/company.
To remove duplicates, select Contact or Company.
The operation will commence, showing you how many records there are to examine, which contact/company it is currently comparing against others, and how many rolodex entries have been merged/deleted.
If you wish to try this process for combining individual contacts by hand for the ability to catch near-matches (e.g. Joe Smith is entered as both Joe Smith and Joe K. Smith) rather than just identical contacts try the Combine/Merge Contacts tool.
Interested in integrating with MerusCase? Refer to our API Documentation for more information. Clicking on API Documentation in the application will direct you to an external site which opens in a new browser tab.