Data Imports

Owned by Karen McDonald
Last updated: Feb 05, 2024 by Gemma Heidemann
1 min read

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