Importing entities via Relativity Desktop Client

Note: As of July 1, 2024 the Relativity Desktop Client (RDC) is no longer operational for any RelativityOne customers. Import/Export should be used for all RelativityOne importing and exporting workflows. See the Community article RDC Deprecation FAQ for additional information.

Note: For Government users, after installing Legal Hold, you can use the Relativity Desktop Client (RDC) to import entities into Legal Hold. See Relativity Desktop Client.

You can add multiple entities by uploading a .CSV or .DAT file via the Relativity Desktop Client.

Importing legal hold entities

Use the following basic steps for importing entities through the RDC.

  1. Compile or locate the entity load file you wish to import. For more information about the load file, see Legal Hold entity load file
  2. Log in to the RDC and select the workspace into which you want to import these entities and eventually publish data.
  3. From the object drop-down list in the RDC, select the Entity object.

    4. The Relativity Desktop Client drop-down menu.

  1. Click Tools | Import | Entity Load File.

    2. The Tools drop-down menu.

  1. Click the ellipsis next to the Load File field and select the file containing all of your entities.
  2. Map the Relativity entity fields to the fields included in your load file.
  3. Complete the import. For more information, see Importing through the RDC.

Legal Hold entity load file

To load entities via the RDC, create a load file that contains at least the following:

  • Entity's full name
  • Entity's email address