PracticeMaster Q&A: Import Data Wizard

February 2023    Tags: ,

We received a spreadsheet of potential related parties for a case. Can we import these as contacts into PracticeMaster?

The Import Data Wizard allows you to import data into any PracticeMaster file, including new contacts.

To use the Import Data Wizard

  1. In the Quick Launch, search for and select “Import Data Wizard.”
  2. Expand the Lookup Files group, select the Contact file, and click Next.
  3. Click Browse, select the file to import, and click Next.
  4. Map the columns in the import file with fields in PracticeMaster, and then click Next.
  5. Click Finish.

Note: PracticeMaster requires a text file containing comma-separated values to import. If your spreadsheet is in another format, such as a XLS file, you can save the file as a CSV format using Microsoft Excel or a similar application.

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