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Important: do not open the PC Law files in Excel, make changes and then attempt to save them. Excel does not correctly support fields with line breaks in them.
Pre-requisites
- Import your empty data base lists
- Import fee earners
- Check the matter types have imported
Steps
- Export data from PC Law. It is important to ensure the following settings are correct for data to be imported correctly:
- TODO: details / screenshots
- TODO: details / screenshots
- Add column headings to the CSV in notepad or word pad. DO NOT Open in Excel or matters with the format of 16-1001 will turn into dates and not make sense in Wise Owl Legal.
View file name headings.doc height 250
headings.doc
- Add optional mapping file
- See Matter Type Mapping below for details
- Zip all together
- Upload into Wise Owl Legal
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