- On your toolbar in PracticeMaster go to Maintenance | Import Data Wizard.
- In the list of file types, go to Lookup Files and find Contact. Highlight Contact and click Next.
- 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, highlight 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. Click Next.
- Click Finish. The contact should import into PracticeMaster. If there are any issues, you will receive an error report that can be viewed.
- Once the contact is loaded in the system. Go to your Contact list in PracticeMaster and find the contact(s) you just imported.
- Highlight your contact. In the Quick Clicks 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.
Comments
0 comments
Please sign in to leave a comment.