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In order to allow multiple file imports and associate the mapping file, you must zip all PC Law csv
files and the mapping file into a zip
file.
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.
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
- TODO: we should provide a file which can be copy / pasted based on recommended export settings.
- Add optional mapping file
- See Matter Type Mapping below for details
- Zip all together
- Upload into Wise Owl Legal
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