iManage Import
Import Documents into iManage — From Files, CSV, ZIP, or PST
Bulk import documents into iManage workspaces with full metadata control. Use CSV files to remap client and matter numbers to your firm's structure, or import directly from directories, ZIP archives, and PST email files.
Import is part of the same MatterExport desktop application but is licensed separately from export. License one or both depending on your needs.
Same desktop app as MatterExport — licensed separately
CSV metadata remapping for client codes, matter numbers, and custom fields
Import into any workspace or folder
Version importing — multiple versions per document via CSV (Professional)
Supervised import mode for review before committing
Works with iManage Cloud and on-premises
No server required — install and import in minutes
Import Methods
Import from directories
Import files and subdirectories directly into iManage workspaces. Folder structure is preserved during import.
Import from CSV with metadata mapping
Use CSV files to map source metadata to your firm's iManage fields — remap client codes, matter numbers, document classes, and custom fields. Import into multiple workspaces in a single operation.
Import from ZIP archives
Import directly from ZIP files. Choose to open archives in place or extract during import. Ideal for receiving matter sets from other firms.
Import from PST files
Import emails directly from Outlook PST archives into iManage. No need to extract emails manually first.
Common use cases
- Lateral hires — import a departing lawyer's matters into your firm's iManage
- Firm mergers — bulk import matter sets with remapped metadata
- Email migration — import PST archives directly into iManage workspaces
- Document migration — move documents from file shares into iManage with structure preserved