Now you can import almost everything from your previous software into PracticePanther all by yourself! The import wizard has been updated to be able to import contacts, matters, events, expenses, notes, tasks, and time entries.
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Here are some typical fields you can import for Contacts and Matters:
Contact information
Matter information
You may also add custom fields to your import, which can be created through here. More on custom fields can be found through this guide.
If you need to import more than Contacts and Matters, please contact us for additional instructions.ย