Export: You can export a list of claims from your cases in an Excel format by clicking the Export to CSV button in any of the claims sections within your case.
Import: If you have a CSV list of claims you may import them directly into the case by clicking the Import from CSV button in any of the claims sections within your case.
When you select to "Import from CSV" you will see a popup that includes a link to a template that you can download. *PLEASE NOTE: Your CSV MUST match the template for a successful import.
Moving Claims Between Cases: If you need to move creditors or claims from one case to another, you can do so by exporting a CSV from the original case and importing it into the destination case using the steps above.