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Data Imports

Data imports are used to load data into your Wise Owl Legal Appliance. They can come from a variety of sources and formats.

When you initially receive your Appliance, either you or a Wise Owl Consultant will import data from your previous record keeping systems as a one-off import.

You can also configure your Appliance to automatically import data on a schedule. For example, you could import phone records from a phone system every night.

Supported Data Formats

Data can be loaded in various formats:

  • Excel xlsx files (Office 2007+) - Supports almost all database fields. Supports multiple types of data in a single xlsx file.  
  • Report Packs (.rptpack or .zip files) - Special import for bulk loading reports into an Appliance.
  • PC Law CSV files (zipped into a single .zip file) - Imports current matters and clients from a PC Law export.

The following formats are not yet supported, but are planned for a future release of Wise Owl Legal:

  • Excel csv files
  • Another Wise Owl Legal database
  • FilePro
  • JSON files
  • XML files

Supported Data Sources

Data can be loaded from several sources. Usually there is a close correspondence between formats and sources, but some formats can load data from various sources (in particular, the file based imports like CSV or Excel).

  • Uploaded file
  • Previously uploaded file
  • URL or web link
  • Database


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