Import & Migration Process Tutorial

Everything you need to know about the Import & Migration process.

Written by David S
Updated over a week ago

How to close out of another software and switch over?

Close out another software and start switching over.

Written by David S
Updated over a week ago

How to import contacts and matters from another software?

Import your contact and matters from another software.

Written by PracticePanther Help Center
Updated over a week ago

What type of files can I use to import my data?

Importing using the correct file type.

Written by PracticePanther Help Center
Updated over a week ago

Can I import previous time entries, contacts, or expenses?

Importing your old time entries, contacts, events, notes, tasks, or expenses from another software.

Written by PracticePanther Help Center
Updated over a week ago

How do I add Overdue Balances from my previous software?

Adding your past overdue balances from your previous software.

Written by David S
Updated over a week ago

How do I import 2 or more matters for the same contact?

Importing 2 or more matters for the same contacts.

Written by PracticePanther Help Center
Updated over a week ago

How long does it take for the import to complete?

When will the import be complete?

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Updated over a week ago

Can I add tags during the import?

Adding tags during your imports.

Written by PracticePanther Help Center
Updated over a week ago

My old software has 1 file for contacts and 1 file for matters, how can I import both on 1 file?

Merging 1 file for contact and 1 matter from your old software to import both on 1 file.

Written by PracticePanther Help Center
Updated over a week ago

How do I assign contacts and matters to different attorneys when I do an import?

Assigning contacts and matters to different attorneys when you do an import.

Written by PracticePanther Help Center
Updated over a week ago

What can cause an import error?

Import error.

Written by PracticePanther Help Center
Updated over a week ago

When the import is complete and there are errors, how do I know which contacts/matters failed to import?

Knowing which contact or matter failed to import.

Written by PracticePanther Help Center
Updated over a week ago