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      Guide to Exporting and Importing Data in CasePacer

      CasePacer offers robust tools for exporting and importing data, allowing law firms to manage their information efficiently.

      Exporting Data from CasePacer

      Exporting data allows you to extract case details, activity logs, or other records for analysis, reporting, or archiving. Here’s how:

      Step 1: Access the Data Export Tool

      1. Log in to CasePacer and navigate to the section containing the data you want to export (e.g., Cases, Contacts, Documents).
      2. Use the filters or search bar to refine the data set you want to export.

      Step 2: Select Export Options

      1. Locate the Export button (typically found at the top of the screen).
      2. Choose your desired format: ( Activity Log, Documents etc. do export Per Entries Filter. Please choose appropriate filter before exporting)
        • CSV/Excel: For editing or importing into other tools.
        • PDF: For reports or presentations.

      Step 3: Download the File

      1. Click Export to generate the file.
      2. Once processed, download it directly or access it from the download folder 

      Importing Data into CasePacer

      CasePacer’s import feature simplifies the process of adding large data sets, such as case records, client information, or document details. Follow these steps to ensure a smooth import:

      Step 1: Prepare Your Data For Contact Import:

      1. Organize your data into a spreadsheet or compatible file format (e.g., CSV or Excel).
        1. You can find the Contact Import Sheet Here: https://secure.casepacer.com/Content/Docs/Contact_Import_Template.xls
      2. Ensure the file includes the required fields for CasePacer.
      3. Remove duplicates and validate data accuracy before proceeding.

      Step 2: Use the Import Tool

      1. In CasePacer, navigate to the section where you want to upload data (e.g., Cases or Contacts).
      2. Locate the Import button and click to open the import wizard.
      3. Upload the File and Press Import

      Tips for Success

      • Always back up your data before performing imports or major exports.
      • Use CasePacer’s templates (if available) to ensure your file is formatted correctly.
      • Double-check field mappings during the import process to avoid errors.
      • Contact CasePacer support if you encounter issues or need assistance.

      By mastering exporting and importing in CasePacer, you can simplify data management, save time, and maintain consistency across your legal workflows. These tools empower firms to handle data effectively and keep operations running smoothly.