While each legacy records management system differs, we recommend that you load legacy data in the following order:

1. MembershipPolicy

2. Users (inactive users only). Active users should be imported and synchronized using the IRM server LDAP tools. Refer to Create and Manage Users.

3. Location

4. AreaOfLaw

5. PracticeArea

6. MediaType

7. RecordStatus

8. FolderType

9. RetentionEvent

10. RetentionRule

11. SecurityPolicy

12. Box

13. Client

14. Matter

15. Record

16. Standard

17. Template