Below you will find a start to finish tutorial covering everything you will need to know regarding importing your data into PracticePanther. Jump to the topic of interest by clicking on a title in the index below.
Questions covered below:
How long does the migration process take?
The initial process normally takes 5 to 10 business days, but it can take longer if we are awaiting your feedback on any questions or issues.
For example, there may be cases where the data needs to be sent back for edits or your current software does not have a streamlined way to export your data.
We will do our best to help push the import forward as fast as possible, and will request your timely response on any emails.
We recommend assigning one person in your law firm to be in charge of the migration and act as point of contact with your firm's customer success manager.
This person will be responsible for exporting your data, and creating any needed custom fields in PracticePanther prior to the import.
What is the process for migrating data over using your migration team
First, we will ask you to provide us with all the data you would like to import from your previous software.
We may also ask you to start creating all the custom fields needed inside of PracticePanther to import the data into if they are not standard fields. To quickly learn how to create custom fields, click here.
Our migration team will then match up all of your data to the fields in PracticePanther by rearranging your Excel spreadsheet to match our import template found here.
We will then start importing all the records in. We only recommend importing your active clients and cases only to begin using PracticePanther with a clean slate.
Once the import is complete, your customer success manager will notify you immediately.
What file type does my data need to be in before I import
PracticePanther can only import information via an Excel / CSV file. Every software should be able to export their data to this type of file.
For a copy of our import template, just click here!
How do I get my data out of my current software
Contact the support person of the previous software that you are coming from. They will know the best methods of exporting their data into an Excel / CSV file.
How do I put my data into your excel import template
If you wish to get the process started yourself, first make sure you have all necessary fields and custom fields in PracticePanther. To learn how to add additional custom fields, click here.
Then, you can click here to download our import template for importing contacts and matters.
Please do not change anything in the top row. You can then paste all of your data into the matching row and then email it to your account manager so we can import it for you and make sure it goes smoothly.
What happens when you add a company name in an import
The company name supersedes the contact name so it will be attached to the matter and appear on the invoice.
What kinds of data can I migrate over
You can import almost everything over into PracticePanther including contacts, matters, notes, events, tasks, time entries, expenses and even relationships.
Sometimes certain data may be exported from your software in a way where we are unable to import. In the event of any delays/errors to an import, our team will update you right away.
For contact and matter imports, click here.
For everything else, click here.
When does the import process officially begin
Once your data is sent to your PracticePanther customer success manager, we'll review this, and once we've confirmed the data is ready to import, the process officially begins. We'll make sure to keep you updated through out the entire journey.
Can I do an import myself
Yes, however, keep in mind that you may receive errors while importing which may delay the import process. We strongly suggest that you contact your customer success manager via email to review your data.
What does the import timeline look like
We will send the spreadsheet you provide over to our migration team.
Your import is now added to our queue and has an estimated import completion time between 5-10 business days.
Import agenda is as follows:
Your import is added to the import queue.
Your spreadsheet is reviewed by our migration team to determine length of time needed to import and/or potential errors within spreadsheet.
Migration team cleans up spreadsheet and it is sent back to your firm to review before importing.
Migration team imports spreadsheet.
If there are any errors, we will update you along the way.
Once the import is complete, your customer success manager will notify you right away.
How do I check the status of my import
Your customer success manager will be in touch with you throughout the import process, but you can always contact your account manager via email to receive a status update.
We import data from Excel, Outlook, Google, Clio (GoClio), MyCase, RocketMatter, CosmoLex, Abacus, Amicus, Actionstep, Lexicata, and many other programs.