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

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

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