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Only current / open matters can be imported at this time; closed and archived matters are not supported as yet. Clients, contacts and matters are imported from the same file.
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.
Steps
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- 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
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.
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| 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. |
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.
If you do not include a mapping file, the import process assumes the current Wise Owl Legal Matter Type code field should correspond 1:1 with the PC Law TYPE_OF_LAW field (although upper and lower case does not matter, so COMM = comm = Comm). That is, if you configure your Matter Types to match PC Law before you import, you do not need a mapping file. However, because Wise Owl Legal is more flexible and allowed more characters in fields, this is not recommended.
If you do include a mapping file, every TYPE_OF_LAW value must be listed exactly once. Any which are not listed will fail to import associated matters. Any which are listed more than once will fail the entire import process. You can use the Excel Auto-Filter function or Remove Duplicates function to assist in building a unique list of TYPE_OF_LAW.
You can map several TYPE_OF_LAW values to the same Wise Owl Matter Type by listed the Matter Type multiple times (see MISC in the example below).
You must list the TYPE_OF_LAW and Wise Owl Matter Type even if the codes are identical.
There is no limit to the number of records in the mapping spreadsheet.
Layout
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.
The PC Law column must match the codes exported in the TYPE_OF_LAW field (although upper and lower case does not matter).
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 |
TODO: an example file to download