How Do I Export My Data From Practice Panther?

How Do I Export My Data From Practice Panther?

Contacts:

  • Click Clients on the left sidebar, or (depending on your version) Contacts at the top of your screen

  • Filter your information provided as needed

  • Choose columns for export

  • Click Export on the bottom right

Matters:

  • Click Matters (Cases) on the left sidebar, or from the top of your screen

  • Filter information provided as needed

  • Choose columns for export

  • Click Export on the bottom right

Once your data has been exported, you can submit the data using this form.

    • Related Articles

    • How Do I Export My Data From Time Matters?

      Contacts: Open Time Matters Click File Click Export Click Custom Export Select the third option Create a new Export Template Click Next On the page Select Export File Format: Select ASCII - Comma Delimited (.TXT or .CSV) Check  Include field names ...

    • How Do I Export My Data Out of Zola Suite?

      We have made it easy for you to export your core and Accounting data. To export your Contacts, Calendar data, Time Records, and basic Matter information Go to your Firm Settings Go to 'Your Zola Suite Account' > Export > click 'Download Data' This ...

    • Does Zola Suite Offer Data Migrations?

      If you'd like to have your data imported into Zola Suite you can fill out our Data Migration Request Form or navigate to the Calendar section. Click on "Import" to top of the page and click on "Import Request".  You will first need to export your ...

    • How Do I Export My Data From Clio?

      If you are a current Clio user, you can export most of your core data by visiting this link: https://app.goclio.com/export  On this page, you have the ability to download .csv (Excel compatible spreadsheets) of your information. Just click on the ...

    • How Do I Export My Contacts From Office 365?

      Zola Suite can migrate contacts as long as they are submitted as a .csv file. The file can be submitted via our Migration Request Form. If you are exporting from Office365 on the web, you can do so using the following steps: 1) To start, login ...

    Status

    Experiencing degraded performance in Zola Suite?