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As a Client can be listed against multiple Matters in a PC Law csv file, only the first is imported; subsequent matters referencing this client will not update the client details.
| PC Law Field | Wise Owl Field | Required | Comments | |
|---|---|---|---|---|
CLIENT | ContactNumber | Y | Must be unique in Wise Owl | |
FIRST NAME | FirstName | Maybe | Either FIRST NAME and LASTNAME, or FIRM NAME must be present. If FIRST NAME and LAST NAME is present, the client is made an Individual in Wise Owl. | |
LAST NAME | LastName | Maybe | Either FIRST NAME and LASTNAME, or FIRM NAME must be present. If FIRST NAME or LAST NAME is present, the client is made an Individual in Wise Owl. | |
FIRM NAME | CompanyName | Maybe | Either FIRST NAME and LASTNAME, or FIRM NAME must be present. If FIRM NAME is present, the client is made a Company in Wise Owl. | |
TITLE | Title | N | ||
DISPLAY AS | KnownAs | N | ||
ADDRESS LINE1 | HomeAddress -> StreetLine1 | N | ||
ADDRESS LINE2 | HomeAddress -> StreetLine2 | N | ||
CITY | HomeAddress -> Suburb | N | ||
STATE | HomeAddress -> StateProvence | N | ||
ZIP | HomeAddress -> PostcodeZip | N | ||
BILLING ADDR_LINE1 | MailingAddress -> StreetLine1 | N | ||
BILLING ADDR_LINE2 | MailingAddress -> StreetLine2 | N | ||
BILLING CITY | MailingAddress -> Suburb | N | ||
BILLING STATE | MailingAddress -> StateProvence | N | ||
BILLING ZIP | MailingAddress -> PostcodeZip | N | ||
BUSPHONE | WorkPhone | N | ||
HOMEPHONE | HomePhone | N | ||
OTHER PHONE | Unknown Phone | N | ||
CELL | MobilePhone | N | ||
FAX | Facsimile | N | ||
E-MAIL | HomeEmail | N |
Field Mappings (Matter)
The following fields are copied from a PC Law csv to Wise Owl Matter fields. Other fields, even if they contain data, are not copied.
...
| PC Law Type Of Law | Wise Owl Matter Type |
|---|---|
| Com | COMM |
| civ | CIVL |
| misc | MISC |
| xyz | MISC |
| we | W&E |
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The spreadsheet looks like this, an example to download is below the picture.
