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Data ID References for Mapping

Tom Copeland

Tom Copeland

CEO, Matterflow® | support@matterflow.com

Category: VineMigrator®

Quick access to essential Filevine data IDs and mappings

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 IDs
  • Project IDs — Download a CSV of all Filevine projects and their Project IDs
  • User IDs — Download a CSV of all Filevine users and their User IDs
  • This streamlined process eliminates the need to:

  • Switch between applications
  • Create and run Filevine reports
  • Manually search for IDs
  • Risk using outdated information
  • Key Features

  • Instant CSV downloads of current Filevine data
  • No need to switch between Filevine and VineMigrator®
  • Always up-to-date information
  • Standardized format for easy reference
  • Pro Tips

  • Keep reference CSVs open while filling out import templates
  • Use spreadsheet lookup functions to automate ID matching
  • Download fresh references before starting new import jobs
  • Consider saving commonly used references for batch operations
  • Happy Migrating!

    Still having trouble? Feel free to contact us at products@vinetegrate.com

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