Exporting Data from PracticeMaster Software
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Jordon Espinoza
Updated
On your toolbar in PracticeMaster go to Maintenance > Import Data Wizard.
In the list of file types, go to Lookup Files and find Contact. Select Contact by clicking on it and then click the Next button.
In the Files to be imported field, click the Browse button.
Change the Files of type field to All Files. Then, browse out to find the file provided by Law Ruler, select the file so the File name appears in the File name field, and click Open.
Click on the down arrow next to the Current Import Definition and choose Law Ruler from the list of choices.
Check the box to Skip first record and then click the Next button.
Click Finish. The contact should import into PracticeMaster. If there are any issues, you will receive an error report that can be reviewed.
Once the contact is loaded in the system. Go to your Contact list in PracticeMaster and find the contact(s) you just imported.
Select your contact. In the Quick Clicks menu on the right-hand side, there is a choice for Create Client.
The New Client Record window will appear. You can now add a client record for this person as you normally would.
