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The Projects Migrator is a powerful tool for managing projects in Filevine at scale. With this migrator, you can:

Create new projects in bulk

Update existing project information

Archive projects when they are no longer active

This guide walks through each feature and highlights best practices for common scenarios.

Quickly populate your Filevine environment using the Create Projects job.

Select Create as your job type

Choose a client record assignment method

Download the CSV template

Populate your project data

Upload the completed CSV

Review the job details and select Create Job

Bulk project creation

Three methods for assigning client records

Automatic assignment to project phases

Project Name and Project Type ID are required for all projects

Use the Project Type and Phase IDs Map to identify correct IDs

If no Phase ID is supplied, the project will be created in the first phase of the selected project type

Creates a new client contact at the same time as the project. All Contact Migrator rules apply.

Use for existing contacts in your Filevine org. Contact IDs (sometimes labeled as Person IDs) can be retrieved from Filevine reports.

Ideal when a Contact Migrator job was run recently. The template automatically includes Contact IDs and full names from the prior job.

Keep your project data accurate using the Update Projects job.

Select Update as your job type

Download the CSV template

Enter the Project IDs and the fields you want to update

Upload the completed CSV

Review the job