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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

  1. Export data from PC Law. It is important to ensure the following settings are correct for data to be imported correctly:
    1. TODO: details / screenshots
  2. Add column headings to the CSV
    1. TODO: we should provide a file which can be copy / pasted based on recommended export settings.
  3. Add optional mapping file
    1. See Matter Type Mapping below for details
  4. Zip all together
  5. Upload into Wise Owl Legal

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