What Do We Allow For Import?
We currently support the following data to be imported into Practice Pro via a CSV file in any order:
Member Types (aka Member Roles)
It is best to download the import templates provided below and to ensure the data is consistently formatted to match the template for the best migration success of your firm's data.
It is recommended to have a backup of your firm's data in a secure file system or data center to ensure no data is lost.
Note: All Importers are limited to 100,000 records per CSV file.
How to Import Locations
Importing Locations into can be done via uploading a CSV file from the firm settings locations page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Locations Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Location Name | string | Required | Enter the location name. These are defined in Locations table |
Country | string | Required |
|
Address | string | Required |
|
City | string | Required |
|
State | string | Required |
|
Postal Code | string | Required |
|
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Locations page in Practice Pro
Click the "Import Locations From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Divisions
Importing Divisions into Practice Pro can be done via uploading a CSV file from the firm settings divisions page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Divisions Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Division Name | string | Required | Enter the division name.These are defined in Divisions table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Divisions page in Practice Pro
Click the "Import Divisions From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Abbreviations
Importing Abbreviations into Practice Pro can be done via uploading a CSV file from the firm settings abbreviations page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Abbreviations Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Abbreviation | string | Required | This is the abbreviated text. |
Expansion | string | Required | This is the expanded text that the abbreviation represents. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Abbreviations page in Practice Pro
Click the "Import Abbreviations From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Relationship Roles
Importing Relationship Roles into Practice Pro can be done via uploading a CSV file from the firm settings relationship roles page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Relationship Roles Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Relationship Role Name | string | Required | Enter the relationship role name.These are defined in Relationship Roles table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Relationship Roles page in Practice Pro
Click the "Import Relationship Roles From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Matter Types
Importing Matter Types into Practice Pro can be done via uploading a CSV file from the firm settings matter types page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Matter Types Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Matter Type Name | string | Required | Enter the matter type name.These are defined in Matter Types table |
Active | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Jurisdiction Enabled | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
LEDES Enabled | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Net Documents Profile Attribute Record Key | string |
| Used only for connecting Net Documents. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Matter Types page in Practice Pro
Click the "Import Matter Types From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Matter Subtypes
Importing Matter Subtypes into Practice Pro can be done via uploading a CSV file from the firm settings matter subtypes page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Matter Subtypes Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Matter Subtype Name | string | Required | Enter the matter subtype name. |
Active | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Matter Types | string |
| Supports comma separated list of names.These are defined in Matter Types table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from ZenCase:
Go to the Matter Subtypes page in ZenCase
Click the "Import Matter Subtypes From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Billing Cycles
Importing Billing Cycles intoPractice Pro can be done via uploading a CSV file from the firm settings billing cycles page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Billing Cycles Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Billing Cycle Name | string | Required | Enter the billing cycle name.These are defined in Billing Cycles table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Billing Cycles page in Practice Pro
Click the "Import Billing Cycles From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Billing Types
Importing Billing Types into Practice Pro can be done via uploading a CSV file from the firm settings billing types page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Billing Types Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Billing Type Name | string | Required | Enter the billing type name.These are defined in Billing Types table |
Fee Type | string |
| Options: Fixed or Hourly. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Billing Types page in Practice Pro
Click the "Import Billing Types From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Document Types
Importing Document Types into Practice Pro can be done via uploading a CSV file from the firm settings document types page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Document Types Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Document Type Name | string | Required | Enter the document type name.These are defined in Document Types table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Document Types page in Practice Pro
Click the "Import Document Types From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Document Subtypes
Importing Document Subtypes into Practice Pro can be done via uploading a CSV file from the firm settings document subtypes page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Document Subtypes Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Document Subtype Name | string | Required | Enter the document subtype name. |
Active | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Document Types | string |
| Supports comma separated list of names.These are defined in Document Types table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Document Subtypes page in Practice Pro
Click the "Import Document Subtypes From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Jurisdictions
Importing Jurisdictions into Practice Pro can be done via uploading a CSV file from the firm settings jurisdictions page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Jurisdictions Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Jurisdiction Name | string | Required | Enter the jurisdiction name.These are defined in Jurisdictions table. |
Description | string |
|
|
Active | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Jurisdictions page in Practice Pro
Click the "Import Jurisdictions From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Member Types
Importing Member Types into Practice Pro can be done via uploading a CSV file from the firm settings member types page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Member Types Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Member Type Name | string | Required | Enter the member type name.These are defined in Member Types table |
Default Bill Rate | number or string |
|
|
Pre-Bill Reviewer | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Member Types page in Practice Pro
Click the "Import Member Types From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Soft Costs
Importing Soft Costs into Practice Pro can be done via uploading a CSV file from the firm settings soft costs page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Soft Costs Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Soft Cost Name | string | Required | Enter the member type name.These are defined in Soft Costs table |
Bill Type | string | Required | Options: Fixed Rate, Quantity Rate, Percentage Of Invoice Fees. |
Bill Rate | number or string |
|
|
Default For Matters | boolean | Contingent | Required if "Percentage Of Invoice Fees".
Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Soft Costs page in Practice Pro
Click the "Import Soft Costs From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Task Types
Importing Task Types into Practice Pro can be done via uploading a CSV file from the firm settings task types page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Task Types Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Task Type Name | string | Required | Enter the task type name.These are defined in Task Types table |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Task Types page in Practice Pro
Click the "Import Task Types From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Payment Methods
Importing Payment Methods into Practice Pro can be done via uploading a CSV file from the firm settings payment methods page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Payment Methods Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Payment Method Name | string | Required | Enter the payment method name. |
Payment Only | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Trust Transaction Only | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Credit Memo | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Payment Methods page in Practice Pro
Click the "Import Payment Methods From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Invoice Terms
Importing Invoice Terms into Practice Pro can be done via uploading a CSV file from the firm settings invoice terms page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Invoice Terms Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Invoice Term Name | string | Required | Enter the invoice term name. |
Days | number or string | Required | Enter the number of days for the invoice terms. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Invoice Terms page in Practice Pro
Click the "Import Invoice Terms From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Vendors
Importing Vendors into Practice Pro can be done via uploading a CSV file from the firm settings vendors page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Vendors Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Vendor Name | string | Required | Enter the vendor name. |
Name To Print On Check | string |
| This is the name to be printed on the check when integrated with QuickBooks in ZenCase. |
Tax ID | string |
|
|
string |
|
| |
Phone Number | string |
|
|
Address 1 | string |
|
|
Address 2 | string |
|
|
City | string |
|
|
State | string |
| Note: This must be the two letter US state abbreviation or the full US state name. e.g. "FL" or "Florida" |
Postal Code | string |
| Note: Make sure that all zip codes are 5 digits for US zip codes.Please note that Excel may strip out the leading, beginning, 0 before all zip codes. e.g "32082" |
Country | string |
|
|
Track Payments for 1099 | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Website | string |
|
|
Note | string |
|
|
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Vendors page in Practice Pro
Click the "Import Vendors From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Tags
Importing Tags into Practice Pro can be done via uploading a CSV file from the firm settings tags page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Tags Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Tag Name | string | Required | Enter the tag name. Supports comma separated values for multiple tags. These are defined in Tags table. |
Description | string |
|
|
Scopes | string |
| Supports comma separated values for multiple scopes.Options: Contacts, Matters, Tasks, Charges, Invoices, Payments, Trust Transactions, Note, Zen KM |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Tags page in Practice Pro
Click the "Import Tags From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Custom Fields
Importing Firm Custom Fields into Practice Pro can be done via uploading a CSV file from the firm settings custom fields page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Custom Field Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Field Label | string | Required |
|
Field Name | string | Required |
|
Field Type | string | Required | Options: Big Text, Boolean, Date, Link, Number, Select List, Text, Phone, Email, Date Time, Currency |
Active | boolean | Required | Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Group | string |
|
|
Matter Types | string |
| Enter the matter type name. Supports comma separated values. These are defined in Matter Types table |
Required | string |
| Options: Always, On Close. |
Show On Form | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Helper Text | string |
|
|
Select List Options | string |
| Supports comma separated values. |
Display In Matter Header | boolean |
| Options: "Y", "N". Values represent "Y" for yes and "N" for no. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Firm Settings page in Practice Pro
Go to the Firm Settings > Custom Fields tab in Practice Pro
Click the "Import Custom Fields From CSV" button
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Role Groups
Importing Role Groups into Practice Pro can be done via uploading a CSV file from the firm settings Role Groups page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Role Groups Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Role Group Name | string | Required | Enter the role group name. |
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Role Groups page in Practice Pro
Click the "Import From CSV" button and choose "Import Role Groups from CSV"
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
How to Import Role Group Rate Assignments
Importing Role Group Rate Assignments into Practice Pro can be done via uploading a CSV file from the firm settings Role Groups page in Practice Pro.
You can use our CSV template file to ensure you format your CSV correctly.Download Role Group Rate Assignments Template
Fields that can be imported in this specific order:
Field Name | Data Type | Required | Import Rules |
Role Group Name | string | Required | Enter the Role Group Name that must already be in the system. |
Member Number | string | Required if Member Type is empty | Must match an existing Member Number already in the system. |
Member Type | string | Required if Member Number empty | Must match an existing Member Type already in the system. |
Bill Rate | string |
|
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No Rate | boolean |
|
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Prebill Reviewer | string |
|
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Start Date | date string |
|
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End Date | date string |
|
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Prebill Approval Notification | boolean |
|
|
Upload Your CSV File
Once you have your CSV file filled out, you can then upload your CSV from Practice Pro:
Go to the Role Groups page in Practice Pro
Click the "Import From CSV" button and choose "Import Role Assignments from CSV"
Choose the CSV file you want to upload
Click "Save"
Once your import is complete, you will receive an email letting you know whether your import has successfully been imported or if there are any failures.
If you have any questions, please feel free to contact us.