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Add column headings to the CSV
Add optional mapping file
Zip all together
Field Mappings (Client)
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 |