Import Contacts into triConvey

triConvey will assist with importing your firm's Contact list for you. 

Table of Contents

• For LEAP Users 
• For Non-Leap Users

For LEAP Users 

If your Firm is coming from LEAP, we can work with the exported files from LEAP without the need for you to modify them. 

Requirements for Contact imports from LEAP 

This report can be located via LEAP Home Page > Menu > Reports > In browser > Matters & Clients > Clients & Cards > Card Details 

Your Firm will need to export 2-5 separate CSV files: 

• People Cards 
• Organisation/Company Cards 
• Business Cards 
• Government Cards 
• Trust Cards
  

It is vitally important for these files to be separated.

Once your firm has exported these two CSV files, send the Excel files to your Account Manager. We expect to have your contacts imported into your firm's triConvey account within 48 hours. 

For Non-Leap Users

Download the sample excel spreadsheet from the bottom of this section. 

Please note the examples provided in the spreadsheet, specifically that each separate person needs to be on a separate line.

It would be best if you copy your data into the sheet provided and return it to us. Please do not remove or change any columns or headings as this will make the format invalid.

A separate sheet for 'people' and 'organisations' is welcomed but not necessary, so long as the format is as per our example.

Once your excel spreadsheet is populated in the correct format, contact our team to get this list implemented into your firm.