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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
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 Add optional mapping file
See Matter Type Mapping below for details
Zip all together
Upload into Wise Owl Legal
Field Mappings (Client)
The following fields are copied from a PC Law csv to Wise Owl Contact fields. Other fields, even if they contain data, are not copied.
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 |
|---|---|---|---|
|
| Y | Must be unique in Wise Owl |
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| 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. |
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| 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. |
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| 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. |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| N | |
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| 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.
All matters are assumed to be Open.
PC Law Field | Wise Owl Field | Required | Comments |
|---|---|---|---|
|
| Y | Must be unique in Wise Owl |
|
| Y | Picks up the client created above. Will cause the matter to fail if the client had an error. |
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| Y | Must match a matter type code in Wise Owl or an item on the mapping spreadsheet. |
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| Y | The name is the first line of the description. The first three lines of the description are used as re-lines. |
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| Y | Should be formatted |
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| Y | Can match based on username, initials or 'nobody'. Also is marked as conflict check. |
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| N | Can match based on username, initials or 'nobody'. |
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| N | Must match a referral source in Wise Owl. No mappings are supported as yet. |
Matter Type Mapping
As types of law and matter types may be different between your PC Law database and Wise Owl Legal, you can provide a mapping file (a simple table) which links old PC Law type-of-law codes to Wise Owl Legal matter types. This mapping file is optional.
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This must be an xlsx file called mappings.xlsx. A CSV file is not acceptable (as the importer assumes all CSV files are from PC Law).
Matter type mappings must be in a worksheet (tab) called MatterType
Two columns must be present in columns A and B with headings labelled exactly as the example below. Other columns are ignored.
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The Wise Owl column can match codes or full names of Matter Types (upper and lower case does not matter). Your import will fail if you mis-enter the Matter Type code or name.
PC Law Type Of Law | Wise Owl Matter Type |
|---|---|
Com | COMM |
civ | CIVL |
misc | MISC |
xyz | MISC |
we | W&E |
The spreadsheet looks like this, an example to download is below the picture.
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