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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
- 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.in notepad or word pad. DO NOT Open in Excel or matters with the format of 16-1001 will turn into dates and not make sense in Wise Owl Legal.
View file name headings.doc height 250
headings.doc
- Add optional mapping file
- See Matter Type Mapping below for details
- Zip all together
- Upload into Wise Owl Legal
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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 | KnownAs | N | |
ADDRESS LINE1 | HomeAddress -> StreetLine1 | N | |
ADDRESS LINE2 | HomeAddress -> StreetLine2 | N | |
CITY | HomeAddress -> Suburb | N | |
STATE | HomeAddress -> StateProvence | N | |
ZIP | HomeAddress -> PostcodeZip | N | |
BILLING ADDR_LINE1 | MailingAddress -> StreetLine1 | N | |
BILLING ADDR_LINE2 | MailingAddress -> StreetLine2 | N | |
BILLING CITY | MailingAddress -> Suburb | N | |
BILLING STATE | MailingAddress -> StateProvence | N | |
BILLING ZIP | MailingAddress -> PostcodeZip | N | |
BUSPHONE | WorkPhone | N | |
HOMEPHONE | HomePhone | N | |
OTHER PHONE | Unknown Phone | N | |
CELL | MobilePhone | N | |
FAX | Facsimile | N | |
E-MAIL | HomeEmail | N |
Field Mappings (Matter)
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. |
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.
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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 |
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The spreadsheet looks like this, an example file to download is below the picture.
