PracticePanther

PracticePanther Help Center

Jesus Diaz

Axel Tiffer

Learn about the import process into PracticePanther.

Import

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

Data migration process

How to import contacts and matters from another software?

Importing your contacts and matters from another software.

Getting Started

How to Import Expenses

How to Export Data from Abacus

How to Export Data from Amicus

Migrating to PracticePanther from Bill4Time

How to Export from Bill4Time

How to Export Data from Clio

Migrating to PracticePanther from Cosmolex

How to Export Data from Cosmolex

How to Export Data from MyCase

Migrating to PracticePanther from Outlook

How to Export Data from Outlook

How to Export Data from PCLaw

This article goes over how to export data from TimeSlips for use in the data migration process.

How to Export Data from TimeSlips

How to Import Tasks

This article will go over instructions on exporting data out of TABS/Practice Master for use in the data migration process.

How to Export Data out of TABS/Practice Master

Migrating to PracticePanther from Time Matters

How to Export Data from Time Matters

Importing time entries into PracticePanther

How to Import Time Entries

This article goes over how to export your data from Caret Legal for use in the data migration process.

How to Export Data from Caret Legal

This article goes over how to export calendar data from Outlook for use in the data migration process.

This article goes over how to export calendar data from Yahoo for use in the data migration process.

How to Export Calendar from Yahoo

This article goes over how to export data from Firm Central for use in the data migration process.

How to Export Data from Firm Central

This article goes over how to export data from Leap for use in the data migration process.

How to Export Data from Leap

This article goes over how to export data from Needles for use in the data migration process.

How to Export Data from Needles

This article goes over how to export data from RocketMatter for use in the data migration process.

How to Export Data from RocketMatter

This article goes over how to export data from Time59 for use in the data migration process.

How to Export Data from Time59

This article goes over how to export data from Case Fox for use in the data migration process.

How to Export Data from Case Fox

This article goes over how to export data from Ez Law for use in the data migration process.

How to Export Data from Ez Law

This article goes over how to export data from File Maker for use in the data migration process.

How to Export Data from File Maker

This article goes over how to export data from FirmCentral for use in the data migration process.

How to Export Data from FirmCentral

This article goes over how to export data from Freshbooks for use in the data migration process.

How to Export Data from Freshbooks

This article goes over how to export data from Harvest for use in the data migration process.

How to Export Data from Harvest

This article goes over how to export data from Inszoom for use in the data migration process.

How to Export Data from Inszoom

This article goes over how to export data from Juris for use in the data migration process.

How to Export Data from Juris

Migrating to PracticePanther

How to Import Events

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

Importing using the correct file type.

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

What can I import into PracticePanther?

How do I add Overdue Balances from my previous software?

Adding overdue balances from your previous software

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

Importing multiple matters for a single contact

How long does it take for the import to complete?

Import duration

Adding tags during your imports.

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?

Importing different kind of data from my prior software

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

David S

Migrating FAQs

Import error

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

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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