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How To Export Data From Practice Panther
How To Export Data From Practice Panther

The objective of this article is to export your data from Practice Panther to be imported into MyCase.

Updated over 7 months ago

The objective of this article is to export your data from Practice Panther to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in the formatting and organizing of your data.

Update your Settings:

  1. Click your Name in the top right

  2. Click Settings

  3. Select Company Settings on the left-hand side

  4. Under Display Name set the Contact to First M Last

  5. Update Matter to Number-MatterName

  6. Update Users to First M Last

  7. Click Save

Contacts:

  1. Click on the Contacts button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all data, select Primary Contacts, Any User and All Time

    • When Primary Contacts are selected, all Contact information is included in the export (address, phone information).

  3. Click the Export to Excel button on the top right section, and select Export All

Matters:

  1. Click on the Matters button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all data, select Any User, Any Status and All Time

  3. Click the Export to Excel button on the top right section, and select Export All

Time Entries:

  1. Click on the Time Entries button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all data, select Any User, Any Status and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

Expense Entries:

  1. Click on the Expense button located in the menu bar at the top of your screen

    • Expenses may be found under the 'More' dropdown

  2. Filter information provided as needed

    • To include all data, select Any User, Any Status and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

Migration Recommendation

When exporting the following Excel files, they will all export with the same name because they are all coming from the Activities section. As a best practice and to ensure a quick migration, we strongly encourage renaming the exported Excel file to what it contains. For example, once you export Tasks, you can rename the exported Excel file as "Tasks".

Tasks:

  1. Click on the Activities button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all tasks, filter by Tasks, Any Status, Any User and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

Notes:

  1. Click on the Activities button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all tasks, filter by Notes, Any Status, Any User and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

Call Logs:

  1. Click on the Activities button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all tasks, filter by Calls, Any Status, Any User and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

Calendar Events:

  1. Click on the Activities button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all tasks, filter by Events, Any Status, Any User and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

Emails:

  1. Click on the Activities button located in the menu bar at the top of your screen

  2. Filter information provided as needed

    • To include all tasks, filter by Emails, Any Status, Any User and All Time

  3. Click on Choose Columns and check all options

  4. Click the Export to Excel button on the top right section, and select Export All

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