The Contacts Migrator is your all-in-one tool for managing contact records in Filevine. With this migrator, you can:
Create new contacts in bulkUpdate existing contact information efficientlyRemove contacts from projects and PersonLink fieldsThis guide walks through how the Contacts Migrator works and how to use it effectively.
Understanding Filevine's Contact Structure
Before diving into the Contacts Migrator, it's crucial to understand how Filevine structures contacts:
Contact Cards — Each contact has a customizable contact card made up of tabs and fieldsStandard Fields — All contacts include a Contact Info tab with standard fields such as name, company, phone numbers, email addresses, and physical addressesCustom Tabs & Fields — Additional tabs and fields can be created using Filevine's Contacts Setup Advanced toolContact Types — Contacts can have one or more contact types. Contact types control which custom fields appear on the contact cardHashtags — Contacts can be tagged with hashtags to support searching and categorizationUnderstanding this structure helps ensure your data is mapped correctly during import and updates.
Creating Contacts
Quickly populate your Filevine Address Book using the Create Contact Records job.
How to Create Contacts
Select Create Contact Records as your job typeDownload the CSV templatePopulate your contact dataUpload the completed CSVReview the job details and select Create JobKey Features
Bulk creation of contact recordsSupport for both individual and company contactsUp to three email addresses, phone numbers, and physical addresses per contactPro Tips
First Name is required for all recordsState should be abbreviated (e.g., CA for California)For company records, enter the full company name in the Company field
