Skip to content
Submit a Ticket
  • There are no suggestions because the search field is empty.

Practice Panther Billing Code Import

This article explains how to export your clients and matters from Practice Panther and import them into Billables AI.

 

Note: Only Practice Panther admins can export data

Step 1: Update your PracticePanther settings as follows:

  1. Click your Name in the top right and select Settings.
  2. Select Company Settings on the left side.
  3. Under Display Name set the Contact to First M Last.
  4. Update Matter to Number-MatterName.
  5. Update Users to First M Last.
  6. Click Save.

Step 2: Export data. See sections below for specifics.

Important: Once the data listed below is exported to Excel files, all of the files will export with the same name since they all come from the Activities section. In order to differentiate each exported file, change each file's name to a name relevant to the data within the file. For example, after exporting tasks, you can rename the Excel file to "Tasks."

Contacts:

  1. Click Contacts in the menu bar at the top of your screen.
  2. Set the filters at the top to:
    • Primary Contacts
    • Assigned To: Any User
    • Created Date: All Time
  3. Click Export to Excel on the top right section and select Export All.
    • This button is generally located next to Choose Columns on the far right (look for the page icon with the small x).

 

Matters:

  1. Click Matters in the menu bar at the top of your screen.
  2. Set the filters at the top to:
    • Assigned To: Any User
    • Originated By: Any User
    • Status: Any
    • Created Date: All Time
  3. Click Export to Excel on the top right section and select Export All.
    • This button is generally located next to Choose Columns on the far right (look for the page icon with the small x).

Step 3. Upload your clients and matters to Billables AI