Overview
To ensure a smooth migration into MyCase, your files must be exported in .csv or .xlsx format, have headers only in the top row, and contain no duplicate entries. If you need help meeting these requirements, contact Practice Panther Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.
What can migrate
Contacts
Cases
Custom fields
Notes
Unbilled time entries
Unbilled expenses
Tasks
Calendar events (single events only)
Unsent invoices
How to migrate
Update your Settings:
Click your Name in the top right
Click Settings
Select Company Settings on the left-hand side
Under Display Name set the Contact to First M Last
Update Matter to Number-MatterName
Update Users to First M Last
Click Save
Contacts:
Click on the Contacts button located in the menu bar at the top of your screen
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).
Click the Export to Excel button on the top right section, and select Export All
Matters:
Click on the Matters button located in the menu bar at the top of your screen
Filter information provided as needed
To include all data, select Any User, Any Status and All Time
Click the Export to Excel button on the top right section, and select Export All
Time Entries:
Click on the Time Entries button located in the menu bar at the top of your screen
Filter information provided as needed
To include all data, select Any User, Any Status and All Time
Click on Choose Columns and check all options
Click the Export to Excel button on the top right section, and select Export All
Expense Entries:
Click on the Expense button located in the menu bar at the top of your screen
Expenses may be found under the 'More' dropdown
Filter information provided as needed
To include all data, select Any User, Any Status and All Time
Click on Choose Columns and check all options
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:
Click on the Activities button located in the menu bar at the top of your screen
Filter information provided as needed
To include all tasks, filter by Tasks, Any Status, Any User and All Time
Click on Choose Columns and check all options
Click the Export to Excel button on the top right section, and select Export All
Notes:
Click on the Activities button located in the menu bar at the top of your screen
Filter information provided as needed
To include all tasks, filter by Notes, Any Status, Any User and All Time
Click on Choose Columns and check all options
Click the Export to Excel button on the top right section, and select Export All
Call Logs:
Click on the Activities button located in the menu bar at the top of your screen
Filter information provided as needed
To include all tasks, filter by Calls, Any Status, Any User and All Time
Click on Choose Columns and check all options
Click the Export to Excel button on the top right section, and select Export All
Calendar Events:
Click on the Activities button located in the menu bar at the top of your screen
Filter information provided as needed
To include all tasks, filter by Events, Any Status, Any User and All Time
Click on Choose Columns and check all options
Click the Export to Excel button on the top right section, and select Export All
Emails:
Click on the Activities button located in the menu bar at the top of your screen
Filter information provided as needed
To include all tasks, filter by Emails, Any Status, Any User and All Time
Click on Choose Columns and check all options
Click the Export to Excel button on the top right section, and select Export All