PC Law CSV Format
Wise Owl Legal can import current contacts, clients and matters from PC Law CSV files.
An optional mapping file can be present to translate from old PC Law type of law codes to Wise Owl matter types.
Only current / open matters can be imported at this time. 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
TODO: export requirements from PC Law
Add column headings to the CSV
Add optional mapping file
Zip all together
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.
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. |