Financial Information does Not Always Backup from Caret Legal (Zola Suite)

Financial Information does Not Always Backup from Caret Legal (Zola Suite)

Due to bugs in Caret Legal (Zola Suite), financial information may not always back up.

Background

When Universal Migrator backs up data from Caret Legal, it will run the Firm Data export.

This export can be manually run by going to:
1.  Profile Picture > Firm Settings



2.  Your Caret Legal Account > Export:


3.  Then clicking "Download Data":


If the Caret Legal page generates an error message, then financial information will not be available to your export.  An error message may look something like this:

Work Arounds

Below are a handful of workarounds that we've found effective.

Option 1:  Request that Caret Legal's support team create the export for you

Caret Legal's support team has the ability to create this export on your behalf.  You may contact them and request that they provide this export to you.
If they provide this export to you, proceed to Option 3.

Option 2:  Try again during non-peak hours.

We have found that (sometimes) running this export during off-peak hours (such as on Saturday afternoons) increases the chance that it will export correctly, however, this is not guaranteed and it still often errors out.
If you are able to download this export, proceed to Option 3.

Option 3: Enable Diagnostics and provide the ZIP file

When backing up data from Caret Legal, you have the option to provide a diagnostics cache folder:


If this location is specified, Universal Migrator will look for a file named FirmExport.zip in this location:



If that file exists, Universal Migrator will use that export instead of trying to fetch a new export from Caret Legal.

    • Related Articles

    • NetDocuments: Backup Settings

      In preparation to backup documents from NetDocuments, you should do the following. Disable Download Alerts First, login to NetDocuments as an admin user and select Admin: Then select the hamburger menu and choose Information and Settings: Finally, ...

    • ProLaw Backups: Preparing Companies for Backup

      Merge Duplicate Companies In order to prepare your companies for backup, duplicate companies should be merged. To do this, go to Contacts and then click on the '...' icon next to the company field. Then click the "Company" column header to sort by ...

    • NetDocuments: Preparing Documents for Backup

      Disable the Notification Limit Log into NetDocuments and go to Admin: Then choose Information and Settings Then change the Activity Threshold to a big number: Then Click Save

    • Primafact: Preparing Documents for Backup

      Mapping Matters Prior to backing up documents from Primafact, each yellow folder that represents a matter should be converted to an actual matter folder. To do this, log into Primafact and find yellow folders that represent matters: Right-Click on ...

    • Folder Migrations: Overview

      Background The Universal Migrator's Folder Extractor is an easy way to backup documents and their logical metadata from an independent, unlinked file server that is not used by another application (ie, not Worldox or ProLaw). Because file servers are ...