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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 |
|---|---|---|---|
MATTER | MatterNumber | Y | Must be unique in Wise Owl |
CLIENT | Primary Client | Y | Picks up the client created above. Will cause the matter to fail if the client had an error. |
TYPE_OF_LAW | MatterType | Y | Must match a matter type code in Wise Owl or an item on the mapping spreadsheet. |
MATTER DESCRIPTION |
| Y | The name is the first line of the description. The first three lines of the description are used as re-lines. |
DATE OPENED | DateOpened | Y | Should be formatted dd/mm/yyyy |
ASSIGN. LAWYER |
| Y | Can match based on username, initials or 'nobody'. Also is marked as conflict check. |
RESPON. LAWYER | ResponsibleLawyer | N | Can match based on username, initials or 'nobody'. |
REFERRED | ReferralSource | N | Must match a referral source in Wise Owl. No mappings are supported as yet. |