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)
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 |