Overview
8am LawPay has built-in import functionality to help you get all of the information you need into LawPay so that you can quickly get started tracking your time and billing your clients.
To automatically link clients to cases in LawPay, you must import your data in this specific order:
Cases
Contacts (People)
Contacts (Companies)
Time Entries
Note: By importing your data in this order, you will be able to link clients to cases during the import phase, so you don’t have to do it later manually.
Unified Import Process
The procedure for importing any of the four data types is the same:
Prepare Data: From Settings, select the Import/Export tab. Download the appropriate LawPay Import Spreadsheet Template for the data type. Copy your existing data into the correct columns.
Note: Pay close attention to the Link ID and Outstanding Balance columns for Cases, and the Case Link ID and Outstanding Trust Balance columns for Contacts.
Save File: Save your completed spreadsheet as a .CSV file.
Upload: Log into LawPay Pro, go to Settings > Imports/Exports, and select the corresponding import button (e.g., Import Cases). Review the information and upload your CSV file.
Process & Verify: Click Import. You can monitor the progress in the Background Tasks pop-up (bottom right). Once finished, click View History to confirm all rows imported correctly or to download and fix any errors for re-importing.
FAQ
Q: There is an error when uploading the template I want to import. What should I do?
A: Make sure the template is saved in the CSV format.
Q: I am getting an error saying my file is too big. How do I fix it?
A: Open the file, copy and paste some of the data and headers into a new CSV file, and then upload files one at a time.
Q: How do I import invoices?
A: We cannot import invoices into LawPay. However, if the case has an outstanding balance, you can include this on the case import in the Outstanding balance column. This will import an outstanding balance for the case so that when you go to invoice that case in LawPay, the outstanding balance will be automatically added as a flat fee to the invoice.
Q: What if my client has an existing trust balance?
A: Use the trust balance column in the contact import.
Q: How do I link my clients to my cases?
A: When importing your cases add a unique number for each case to the link ID column in the case import template. Then when you go to import your clients, add the corresponding ID from the case import link ID to the column to the contact import case ID link column.
Q: How can I import my contacts from Outlook?
A: Information on importing contacts from Outlook is located here.
Q: How can I import my contacts from Gmail?
A: Information on importing contacts from Google is located here.