At the bottom of the lefthand sidebar, you'll find a list of reference links that provide quick access to essential Filevine data:
Contact IDs — Download a CSV of all Filevine contacts and their Contact IDsProject IDs — Download a CSV of all Filevine projects and their Project IDsUser IDs — Download a CSV of all Filevine users and their User IDsThis streamlined process eliminates the need to:
Switch between applicationsCreate and run Filevine reportsManually search for IDsRisk using outdated informationKey Features
Instant CSV downloads of current Filevine dataNo need to switch between Filevine and VineMigrator®Always up-to-date informationStandardized format for easy referencePro Tips
Keep reference CSVs open while filling out import templatesUse spreadsheet lookup functions to automate ID matchingDownload fresh references before starting new import jobsConsider saving commonly used references for batch operationsHappy Migrating!
Still having trouble? Feel free to contact us at products@vinetegrate.com
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