If your old software separates the contact export from the matter export, simply download our template here and copy and paste the columns from your old software export to our appropriate template columns.
Importing different kind of data from my prior software
My old software has 1 file for contacts and 1 file for matters, how can I merge the data to import both on 1 file?
Written by PracticePanther Help Center
Updated over 2 years ago