Overview
If you currently store your contact information in software, you will export it from your current solution and then upload it into LawPay.
If your contact information is stored in Excel, CSV, Word or other formats, please jump straight to Step 3.
Step 1: Export Data from your Current Software Solution
Export your contact information from your current software. We recommend you export the information in a .CSV or Spreadsheet format as you will be copying that information into another spreadsheet file.
Step 2: Download the Spreadsheet from Settings
Navigate to Settings.
Select the Import/Export tab.
If logging in to import for the first time, select Import Contacts (People) from the First Time Setup list.
If logging in as usual, click Import Contacts (People)
Download the People Import Spreadsheet Template.
Step 3: Copy Exported Data into the People Import Spreadsheet
Open the file you initially exported from your previous solution, and open the People or Company Import Spreadsheet.
Copy the information from the exported spreadsheet into the spreadsheet. Make sure that you are copying the data into the right columns. A screenshot of the People Import Spreadsheet is below:
Required fields:
The “First Name & “Last Name” columns are the only fields required to create a Contact in the system.
The "Company" name is the only required field for creating a Company record. Contacts (people and companies) cannot have duplicate emails.
If you want to include additional emails, add this to the Private Notes column.
Helpful tips:
Do not remove unused columns. Leave them blank if you don’t need them. The columns' names and orders must remain the same during import.
Entering TRUE in the “Archived” column will import contacts into the Archived tab; all of their information will still be brought over.
Step 4: Save your CSV file from the contact Import Spreadsheet
Once you have copied over all of your contacts and double-checked that everything looks OK, it is time to create a CSV spreadsheet export. Typically, in programs like MS Excel, you can click "Save As" and choose an option to save/export as a CSV file.
Step 5: Import the CSV File
You're almost there!
Once you've added your contacts to the People Import Spreadsheet Template, click Next.
You can drag n drop or click to browse to upload your template.
Then, click Import.
Running into errors? Please contact LawPay support team for additional assistance.
Tip: We recommend importing less than 1,000 records at a time, or the import may time out. If you have more than 1000 records to import, we suggest breaking the import up into multiple spreadsheets.
Other Instructions:
Learn how to Export Contacts.