Import

Learn about the import process into PracticePanther.

David S avatar PracticePanther Help Center avatar Jesus Diaz avatar +1
26 articles in this collection
Written by David S, PracticePanther Help Center, Jesus Diaz and 1 other
Migrating FAQs

How to Import Events

Importing Events into PracticePanther
Axel Tiffer avatar
Written by Axel Tiffer
Updated this week

Importing using the correct file type.

What type of files can I use to import my data?
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

What can I import into PracticePanther?

Importing your old time entries, contacts, events, notes, tasks, or expenses from another software.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Adding overdue balances from your previous software

How do I add Overdue Balances from my previous software?
David S avatar
Written by David S
Updated over a week ago

Importing multiple matters for a single contact

How do I import 2 or more matters for the same contact?
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Import duration

How long does it take for the import to complete?
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Adding tags during your imports.

Can I add tags during the import?
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

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?
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

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

How do I assign contacts and matters to different attorneys when I do an import?
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago