This Help Page is designed for Conveyancing matters where there are multiple parcels of land that a Developer is selling with very similar details.
There are two ways to go about entering this information into Wise Owl Legal.
The express option to speed up creation of multiple matters is to populate the data into a pre-formatted spreadsheet template (provided by us) and upload to Wise Owl Legal. This option allows you to copy and paste the details for the land that are the same e.g. Address.
The traditional front-end data entry method is fine to use, however, a bit tedious when you have to create bulk contacts and matters with similar detail. The traditional method involves creating the Developer and each purchased as a contact through the Contacts > New Contacts pages in Wise Owl. You would then create an individual matter for each purchase of land and enter in the details manually.
Express Option – Uploading your Contacts & Matters via Spreadsheet
If you choose to use this option, we have set up a template spreadsheet that includes specific column headings and spreadsheet names to assist in easy upload and processing! We have provided directions below and also in the Example Spreadsheet.
There are some fields that will only accept specific forms of Data and so we recommend using our Example Spreadsheet with Read Me to fully utilise this function. Once uploaded into the Wise Owl product, these contacts and matters can be edited further to add in additional data where required.
To download our Template for Uploading Contacts and Matters, please Click Here
Should you wish to follow an example, we include an Example Template Here
Note that all the column headings directly relate back to the contact/matter pages in Wise Owl Legal and if in doubt as to what to enter in the columns, please refer back to the relevant Wise Owl Page.
Required Fields:
There are some required fields to fill out on this spreadsheet to ensure that your contacts and matters are imported without a hitch! These fields are coloured in Red.
Recommended fields are coloured in Orange. The rest of the fields are optional but for optimum results, please fill out all data available. 
Contact Number & Matter Numbers
Please ensure that these numbers are unique. We recommend logging in to your Wise Owl Database and going to Contacts and Matters to see what was the most recent number used and continuing the sequence from there.
Keeping these numbers unique will reduce duplications in your Wise Owl Legal database and ensure your spreadsheets will import correctly.
Copying Data
Once all the Contacts are entered in to the spreadsheet, we recommend entering 1 Matter line into the Matter sheet and then copying it for as many matters as you need to create.
From there, you will only have to update the Matter Number, Associated Contact Number and specific details related to that property e.g. Lot Number instead of the whole line of information.
Importing your Spreadsheet
Importing your spreadsheet into your Wise Owl Database could not be easier!
In your Wise Owl page, go to the Tools & Settings Cog on the right-hand side of your navigation bar
From this page, choose ‘Data Import’ and then ‘New Import’
On the Schedule One off Import page, set the type as Excel File and the failure policy to ‘Import as many records as possible, listing any errors at the end’.
Upload your file using the ‘Choose file’ button and then select ‘Schedule Import’
It may take up to 5 minutes for the Import to start running and you can check its progress on the Data Import page.
Once everything has uploaded successfully, you will find the contacts and matters created by the spreadsheet within the relevant sections of Wise Owl.
Happy Uploading!