Import

Learn about the import process into PracticePanther.

23 articles in this collection
Written by David S, PracticePanther Help Center, and Jesus Diaz

Getting Started

Data migration process

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

Written by David S
Updated over a week ago

Close out another software and start switching over.

How to close out of another software and switch over?

Written by David S
Updated over a week ago

Importing your contacts and matters from another software.

How to import contacts and matters from another software?

Written by PracticePanther Help Center
Updated over a week ago

Migrating to PracticePanther

How to Export Data from Abacus

Migrating to PracticePanther from Abacus

Written by Jesus Diaz
Updated this week

How to Export Data from Amicus

Migrating to PracticePanther from Amicus

Written by Jesus Diaz
Updated this week

How to Export from Bill4Time

Migrating to PracticePanther from Bill4Time

Written by Jesus Diaz
Updated this week

How to Export Data from Clio

Migrate to PracticePanther from Clio

Written by Jesus Diaz
Updated this week

How to Export Data from Cosmolex

Migrating to PracticePanther from Cosmolex

Written by Jesus Diaz
Updated this week

How to Export Data from MyCase

Migrating to PracticePanther from MyCase

Written by Jesus Diaz
Updated this week

How to Export Data from Outlook

Migrating to PracticePanther from Outlook

Written by Jesus Diaz
Updated this week

How to Export Data from PCLaw

Migrating to PracticePanther from PCLaw

Written by Jesus Diaz
Updated this week

How to Export Data from TimeSlips

Migrating to PracticePanther from TimeSlips

Written by Jesus Diaz
Updated this week

How to Export Data from Time Matters

Migrating to PracticePanther from Time Matters

Written by Jesus Diaz
Updated this week

Migrating FAQs

Importing using the correct file type.

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

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.

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?

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?

Written by PracticePanther Help Center
Updated over a week ago

Import duration

How long does it take for the import to complete?

Written by PracticePanther Help Center
Updated over a week ago

Adding tags during your imports.

Can I add tags during the import?

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?

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?

Written by PracticePanther Help Center
Updated over a week ago

Troubleshooting

Import error

What can cause an import error?

Written by PracticePanther Help Center
Updated over a week ago

Knowing which contact or matter failed to import

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

Written by PracticePanther Help Center
Updated over a week ago