PracticeMaster - Importing Data From Third Party Software

Last reviewed: 01/30/2008
Article ID: R10536

The information in this article applies to:

SUMMARY

The Import Data program found in PracticeMaster's File Maintenance program can be used to import data into an existing PracticeMaster file definition from a standard comma delimited ASCII text file. Predefined field mappings are available when importing the data into PracticeMaster for Time Matters, Amicus Attorney, Outlook, Abacus Law and GroupWise. Additionally predefined templates and reports have been designed specifically to facilitate importing data into PracticeMaster from Time Matters, Amicus and Abacus. These templates can be downloaded from www.Tabs3.com/support/utilities.html at no charge.

MORE INFORMATION

The following table includes the third party software, the information that can be imported into PracticeMaster and the additional required templates. Specific instructions for exporting/importing data for each program can be found by clicking the program name.

Third Party Software

Imported Information

Additional Required Templates

Time Matters Versions 7.0, 6.0, 5.0 and 4.0

Billing
Cases/Matters
Contacts
Documents
E-mail
Events
Notes
Phone
Calendar ToDo's
Web/Research

TEMPLATE.TPS

Time Matters Version 3.0 (02A)

Billing
Contacts
Documents
E-mail
Events
Matters
Notes
Phone
Calendar ToDo's

TEMPLATE.TPS

Amicus Attorney Version 4.0.0

Client
Contact
Appointment
To Do data

CMCLIENT.TPL
CMRELATE.TPL
CMCALE.TPL
CMCALT.TPL

Outlook

E-mail
Calendar entries
Contacts
Tasks
Note data

None Required

Abacus Law Version 13.08

Names and Matters
Matter Notes
Name Notes
Document
(contact us if converting Calendar Records)

LAWREPS.DBF
LAWREPS.CDX
LAWREPS.FPT

GroupWise Versions 6.5 & 7

Address Book
Tasks
Appointments
Notes

None Required

If you are interested in importing data from a third party software not listed in this article, the PracticeMaster online Help has detailed information on importing data from a standard comma delimited ASCII text file.

References

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