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Import, Export & CRM
📥 Case Import/Export
Importing Cases
Bring cases in from a spreadsheet:
- Go to Settings → Import
- Upload your CSV or Excel file
- Match your columns to Kayse AI fields
- Preview what will be imported
- Handle any duplicates
- Finish the import!
✨ Import Features
| Feature | Description |
|---|---|
| Column Mapping | Match your spreadsheet columns to Kayse AI fields |
| Suggestions | The AI suggests the best matches for you 🤖 |
| Duplicate Detection | Finds records that already exist |
| Error Handling | Review and fix problems before importing |
| Import Templates | Save your column mappings for next time ♻️ |
📤 Exporting Cases
Download your case data to a file:
- Go to the Cases page
- Use filters if you only want certain cases
- Click Export
- Export the data as CSV
- (Optional) Click Columns to choose which fields to include
- Download the file
🧱 Case Export Columns
Case exports include flexible column selection, similar to report exports:
- Base case fields (name, number, type, status, dates, etc.)
- Additional Info custom fields
- Linked client fields (IDs, names, primary email, primary phone)
🔄 CRM Synchronization
Cases can sync with your existing CRM system so everything stays up to date!
Supported Integrations
Kayse AI works with popular CRM and practice management systems. Contact support to find out which ones are available. 📞
Sync Features
| Feature | Description |
|---|---|
| Field Mapping | Match Kayse AI fields to your CRM fields |
| Status Mapping | Match statuses between the two systems |
| Auto-Sync | Things sync automatically ⚡ |
| Manual Sync | You can also sync on demand |
| Conflict Resolution | Handles it when both systems have different info |
💡 Best Practices
- Use consistent naming — Pick a naming system for cases (like "Last Name - Case Type") and stick with it 🏷️
- Keep statuses updated — Change case statuses right away so your pipeline is always accurate ✅
- Use custom fields — Create fields for important case info you need to track 🔧
- Review regularly — Use filters to find cases that need attention 🔍
- Track court dates — Keep court info current for scheduling ⚖️
- Document everything — Use notes to write down important conversations and decisions 📝
- Link all clients — Make sure everyone involved is connected to the case 🔗
- Use UTM tracking — Track where your leads come from to see your marketing ROI 📊
- Monitor activity — Check activity logs to see what's been happening on a case 📜