Documentation

# Legalsense Import ID's

# Conversion from Aderant to LegalSense

Configure the plugin, check the mapping between CM and Aderant and configure the plugin accordingly.

# Import LegalSense ID

LS will sent a mapping excel file. This file contains the old Aderant UNO and the new LegalSense ID for entities like contact, client, address, etc.

The excel file from LS contains a sheet for each entity. Each sheet contains the LS id, the UNO and some more columns. The sheets needs to be converted into the generic ImportSynchronizableRecord excel sheet.

# CONTACTS

The source is like this:

id NAME_UNO name NAME_TYPE is_organization
15 15 XX O 1
20 20 XX P 0
26 26 XX P 0
27 27 XX P 0
28 28 XX P 0
30 30 XX P 0
34 34 XX P 0

This should be converted into the following format, the Import SynchronizablRecord format:

  • ID = LegalSense ID
  • NAME_UNO = CmsOpen ID
  • NAME_TYPE = O = Company, P = Person
CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
O CMSOPEN 15 LEGALSENSE 15
P CMSOPEN 20 LEGALSENSE 20
P CMSOPEN 26 LEGALSENSE 26
P CMSOPEN 27 LEGALSENSE 27
P CMSOPEN 28 LEGALSENSE 28
P CMSOPEN 30 LEGALSENSE 30

# CLIENTS

The source is like this:

id CLIENT_UNO contact_id NAME_UNO name number NAME_TYPE is_organization
1 1 15 15 XX 50000 O 1
3 3 316 316 XX 30474 O 1
8 8 327 327 XX 4381 O 1
15 15 339 339 XX 2411 O 1
28 28 360 360 XX 2966 O 1
  • ID = LegalSense ID
  • NAME_UNO = CmsOpen ID
  • NAME_TYPE = O = Company, P = Person
  • NUMBER = LegalSense ClientCode

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
O CMSOPEN 15 LEGALSENSE 15 50000
O CMSOPEN 316 LEGALSENSE 316 30474
O CMSOPEN 327 LEGALSENSE 327 4381
O CMSOPEN 339 LEGALSENSE 339 2411
O CMSOPEN 360 LEGALSENSE 360 2966

# MATTERS

The source is like this:

id MATTER_UNO client_id name number
1 1 1 XX 99000
2 2 1 XX 99001
3 3 1 XX 99002
4 4 1 XX 99003
5 5 1 XX 99004
  • ID = LegalSense ID
  • MATTER_UNO = CmsOpen ID
  • NUMBER = LegalSense MatterCode

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
Matter CMSOPEN 1 LEGALSENSE 1 99000
Matter CMSOPEN 2 LEGALSENSE 2 99001
Matter CMSOPEN 3 LEGALSENSE 3 99002
Matter CMSOPEN 4 LEGALSENSE 4 99003
Matter CMSOPEN 5 LEGALSENSE 5 99004

# MATTERDEBTORS

The source is like this:

ls_matterdebtor_id BILLGRP_UNO ls_matter_id ls_contact_id ls_contactperson_id ls_address_id
6747 10497 9813 17812 717812
1932 10474 9823 17344 16502
6748 11331 9825 5837 5323
6204 4956 9827 9019 8477
21303 4956 9827 9020 8478
  • ls_matterdebtor_id = LegalSense ID
  • BILLGRP_UNO = CmsOpen ID

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
MatterPayor CMSOPEN 10497 LEGALSENSE 6747
MatterPayor CMSOPEN 10474 LEGALSENSE 1932

# MATTERCONTACTS

The source is like this:

ls_mattercontact_id pma_party_id ls_matter_id
10366 10366 525
10367 10367 525
10393 10393 632
10394 10394 632
10395 10395 664
  • ls_mattercontact_id = LegalSense ID
  • pma_party_id = CmsOpen ID

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
ActivityAttendee CMSOPEN 10366 LEGALSENSE 10366
ActivityAttendee CMSOPEN 10367 LEGALSENSE 10367

# CONTACTCONTACTS

The source is like this:

ls_contactcontact_id CONTACT_UNO ls_organization_id
1401 3824 8665
1399 3930 8769
872 2332 7201
441 1063 5910
  • ls_contactcontact_id = LegalSense ID
  • CONTACT_UNO = CmsOpen ID

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
Employee CMSOPEN 3824 LEGALSENSE 1401
Employee CMSOPEN 3930 LEGALSENSE 1399

# ADDRESSES

The source is like this:

id ADDRESS_UNO contact_id
9267 9267 9813
9268 9268 9814
9270 9270 9816
9271 9271 9817
  • ls_contactcontact_id = LegalSense ID
  • CONTACT_UNO = CmsOpen ID

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
Address CMSOPEN 9267 LEGALSENSE 9267
Address CMSOPEN 9268 LEGALSENSE 9268

# Import LegalSense ID for lookup lists

Export in CM the Lookup lists that are also used in LS, via the Report option in CRM Configuration\LookupLists (like MatterType, ActivityRole, etc.).

Export in CM the lookup items from LegalSense, via http(s)://cm/legalsenseconfiguration.aspx/ExportLookupItems.

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
### Address LEGALSENSE_INTERNAL ####
### Address LEGALSENSE_INTERNAL ####

Fetch the CM_ID from the dump from ContactManager lookup lists. Fetch NewExternalApplicationID (id column) from the dump from LegalSense.

Do this for all matching lookup items. The value for the ExternalType can be found in CRM Configuration/LookupLists where you select the correct list. The correct name is the name between (..).

# Import LegalSense ID for users

Export in CM the users, via the Report option in CRM Configuration\Accounts\Users.

The export from Import LegalSense ID for lookup lists already contains the list of users from LegalSense

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
### #### User LEGALSENSE_INTERNAL ####
### #### User LEGALSENSE_INTERNAL ####

Fetch the CM_ID from the dump from ContactManager user lists. Fetch NewExternalApplicationID (id column) from the userlist dump from LegalSense. As an alternative you could also specify the CM username in the CM_CODE field, leave the CM_ID empty in this case.

# Import LegalSense ID for Internal Department / PracticeGroup

The internal company (the company with all the internal employees) als contains linked departments. These departments should be linked to a PracticeGroup in LegalSense (if enabled).

The export from Import LegalSense ID for lookup lists already contains the list of practice groups from LegalSense

This should be converted into the following format, the Import SynchronizablRecord format:

CM_ID CM_Code ExternalType ExternalApplication ExternalApplicationID NewExternalApplication NewExternalApplicationID NewExternalApplicationCode
### Department LEGALSENSE_INTERNAL ####
### Department LEGALSENSE_INTERNAL ####

Fetch the CM_ID from ContactManager internal department. Fetch NewExternalApplicationID (id column) from the practice group dump from LegalSense.

# Import LegalSense Address templates

Use the following URL to import/link the address templates from LegalSense with a country in CM: http(s)://cm/legalsenseconfiguration.aspx/ImportAddressTemplates.

Last Updated: 4/15/2026, 8:54:04 AM