Where does a row in Excel go?
Choose clients, cases, invoices or time entries, map CSV/XLSX columns and review the preview. Valid rows are processed in the background after your explicit approval; inspect the final results too. Exports depend on permissions and record scope. Backup and restore arrangements need confirmation before service.
Excel · clients.xlsx
| A | B | C | |
|---|---|---|---|
| 1 | Full name | Phone | Identifier |
| 2 | Client A | 0532 000 00 01 | Example field |
| 3 | Client B | 0532 000 00 02 | Example field |
| 4 | Client C | 0532 000 00 03 | Example field |
Illustrative client fields
- Client name
- Client A
- Phone
- 0532 000 00 01
- Identifier
- Example field
- Status
- Illustrative view
01/04
Choose one target and map columns explicitly
Each job has one target. Exact field keys in a template can map automatically; you choose mappings for other headings. Required and duplicate mappings are validated. Requested case-type, status or related-record IDs must be valid and accessible; names are not assumed to resolve automatically to IDs.
| Excel column | Sample value | Vekilaw field | Module |
|---|---|---|---|
| fullName | Client A | fullName | Client |
| phoneNumber | 0532 000 00 01 | phoneNumber | Client |
| [email protected] | Client | ||
| caseNumber | 2026/42 E. | caseNumber | Case |
| caseTypeId | Existing type ID | caseTypeId | Case |
| courtName | Court of First Instance (civil) | courtName | Case |
02/04
Prepare, preview and explicitly approve
The illustrative animation shows preparation/mapping/preview only; it uploads no file and creates no record. The real screen checks target, branch, required fields and job revision; writing needs separate approval.
- 01/03
Use a header row. Download the current CSV/XLSX template for the target; a file may contain at most 5 MiB and 5000 data rows. Clients, cases, invoices and time entries are separate job targets.
- 02/03
- 03/03
Preview creates no actual records. Review invalid rows and reason codes; only valid rows enter the queue after explicit approval. Permissions, references or duplicate-record state may change during processing; check final outcomes and the error report too. Cancellation does not undo records already written.
If a file does not match a supported target/template, assess its scope first; not every old-system export can be imported directly. Confirm any migration support separately. The spreadsheet migration guide describes preparation.
Prepare
03/04
Transfer, archive and backup are different operations
- Backup conditions
Hosting location, backup frequency, retention, access and restore drills for Vekilaw need confirmation before service. This page is not evidence of an executed backup or measured recovery time; an export file is not an automatic restore system.
- Export
Client, case, invoice, time-entry and document-metadata lists support CSV/XLSX. The relevant read permission plus export permission and current company/case/branch scope are required. Search and sorting apply; the limit is 50 000 rows, so narrow filters if exceeded. Document-list export has no file contents; company archives use a separate authorized workflow.
- Erasure request
An authorized user records/reviews a data-subject request and performs the scoped package/erasure workflow. Legal retention and deferred legacy/AI person-matching policies prevent an automatic complete-erasure promise. Consider the KVKK guide and security and KVKK page with legal approval.
04/04
What do people ask about data migration?
- 01/06
Which formats can be imported?
CSV and XLSX for clients, cases, invoices and time entries. Import requires permission to manage imports, the target create permission, a writable company and an accessible branch. Files must fit 5 MiB and 5000 rows; old-system exports must be adapted to the target template.
- 02/06
What happens to faulty rows?
Invalid preview rows are excluded from approval. Rows that preview as valid still face processing-time rules; inspect final job and row outcomes. Error reports contain row/field/reason information, not copies of uploaded cell contents. Reuploading the same invalid file is not a correction; cancellation does not delete written records.
- 03/06
In which format can I export?
Five lists support CSV or XLSX: clients, cases, invoices, time entries and document metadata. Both read permission and export permission are required, with scope/filters and a 50 000-row limit. Document file contents are excluded. Company archives and restore are separate processes.
- 04/06
How is an erasure request processed?
A request is recorded and an authorized user reviews scope and retention. Supported records have package and erasure/anonymization workflows; do not assume all historical free text and raw-address records are automatically cleaned. Deferred policies and legal retention approval must be completed. See the KVKK guide.
- 05/06
How do I restore from a backup?
Backup frequency, retention and restore-drill results require separate confirmation. Scope and support are planned under the service agreement; this page promises no proven backup, fixed recovery time or self-service restore control.
- 06/06
What if my old program offers no export?
First assess the available format, data scope and authorized transfer method. No ready-made connector or guaranteed migration service is promised for every old system. Contact us to discuss scope.