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Advice and answers from the PracticePanther Team

Search results for:outlook
How to Export Data from Outlook
Migrating to PracticePanther from Outlook… To export your data from Outlook, follow the instructions below:… Procedure for exporting data from Outlook on the web:
Automatically syncing emails from Outlook
Automatically forward your emails from Exchange/Outlook to PracticePanther… If you would like to have any incoming emails in your Outlook forwarded to PracticePanther for reference… follow the steps below: 1) Open up Outlook. 2) Select an email from a contact you want to auto-forward
Syncing Outlook with your PracticePanther calendar.
Sync your calendar with Outlook.com… app.practicepanther.com/Activity/iCal". 1) Copy the unique link found on this page. 2) In Outlook.com
How to Export Data from Outlook
This article goes over how to export calendar data from Outlook for use in the data migration process… Outlook Desktop Instructions: To export your calendar, open Outlook and then click File > Open & Export… How to Export from Outlook Online/Microsoft 365: Please note that this option only allows you to
Installing the Microsoft Office 365 Calendar Sync
How to sync your Outlook and PracticePanther calendars… Steps to Authenticate Outlook… Prior to connecting the new integration, we recommend performing an export of your PracticePanther Outlook
Syncing your PracticePanther calendar with your Microsoft Outlook calendar
Sync your calendar with Microsoft Outlook… Option 2: One-way sync using Outlook… Watch the video or follow the steps below to sync with Microsoft Outlook
Outlook Add-in for Office 365
Use the PracticePanther Integration for Outlook Desktop to create new contacts, time entries and log emails… The icon may vary depending on your Outlook version (some Outlook version call it "Get Add-ins" instead… To connect Outlook (Desktop Version) and PracticePanther, watch this video or follow the steps found below:
How do I import my current Outlook events into PracticePanther?
Import your current Outlook events into PracticePanther… You can transfer all of your personal events from your Outlook Calendar, to your PracticePanther calendar… Note: Events created in Outlook can take up to 30 minutes to pull into PracticePanther
Email Integration Options
Sync your emails with Gmail, Outlook, Exchange, and more… If you're using Outlook on the web, click here. If you're using Outlook Desktop, click here. ​… Outlook plugin
Fixing email sync when some Outlook folders are not showing
Depending on which version of Outlook you are using, you may have to "subscribe" to the folders in Outlook… [Inline Video] Navigate to a contact or matter that is not showing in Outlook and check that email sync… 6) Wait 5-10 minutes for the Outlook PracticePanther folder to update