Levitate + Practice Panther Integration
Table of Contents
Levitate + Practice Panther: Overview
Who can utilize the Levitate + Practice Panther integration?
What does the integration do?
What do we pull in?
What do we push to Practice Panther?
Enabling the Practice Panther integration
FAQ
Levitate + Practice Panther: Overview
Practice Panther is a legal case management software that many Levitate legal customers use. We’ve built out a full API integration with Practice Panther to allow for instantaneous updates between Levitate and Practice Panther. The integration is easily enabled, and actively pushes Practice Panther contacts into Levitate with tags, birthday key facts, and more!
Who is the integration available to?
Levitate customers with an active subscription can utilize the integration on Levitate's end.However, to enable the Practice Panther API, you must have a Practice Panther Business Plan with a minimum of three users.
What does it do?
Levitate will automatically pull contacts, key facts, and tags from Practice Panther. Data syncs twice daily. Contact information includes first and last name, phone number, email address, street address, and more. With the integration, tags, contact information, and key facts will update upon sync.
What do we pull in?
First & Last Name
Email Address
Phone Numbers
Street Address
City
State
Zip or Postal Code
Account Tags
Assigned User Tags
Custom Fields to be brought in as Key Facts and Tags– if a date is attached, it will be a Key Fact. If the Custom Field in Practice Panther contains the substring ‘Birth,’ it will be brought in as a Birthday Key Fact.
What do we push to Practice Panther?
We push back emails, logged phone calls, text messages, and notes to ‘Notes’ in Practice Panther. We’re able to push back all, some, or none of these options to Practice Panther– it’s up to the Levitate user’s discretion.
Enabling the Practice Panther integration
If you are a Practice Panther user and want to integrate, just let your Success Specialist know! They will enable the integration for you, which allows you to connect your Practice Panther account from your Levitate dashboard.
In order to connect with Practice Panther, you will need to contact Practice Panther’s customer support to have API enabled. They will typically ask you a few questions about what you intend to use the API for.
- What do you intend to use the API for? I will be using a third party app named Levitate. It will be syncing Contact and Matter data.
- Do you have a ballpark on the number of API requests you expect to need per minute or hour? Levitate will enumerate all of our Contacts and Matters twice a day in order to keep the data in their system up to date. Levitate will respect any throttling responses given.
You will also need to add Levitate as an App in Practice Panther. Once the API is enabled you can go to the API section on the Settings Page, click the new app icon, and you will be presented with a popup. Fill in with the following information:
App Name: Levitate
Redirect URI: https://api.levitate.ai/callback
You will need the OAuth 2.0 Credentials for getting connected to Levitate, so keep them handy!
For the initial connection, there will be one extra step to add with the OAuth Client ID and Secret. Copy the Client ID and Client Secret values from the popup done in the ‘Add Levitate as an App section.’
Practice Panther is a single user integration for syncing, meaning that one user with access to all contacts must be chosen for syncing contacts, but multiple users are available to be connected and mapped in Levitate for writebacks to Practice Panther. To connect more users, click the connect button and you will be redirected to Practice Panther to log in and authorize the App we created in the Add Levitate as an App section.
Your Success Specialist can help disable and enable all the optional settings for Tags and Contact Ownership.
FAQ
Do we push changes to contact data from Levitate back to Practice Panther?
No, Practice Panther is your legal case management tool and will remain your source of truth for contact information. We only read the contact information in Practice Panther and push it into Levitate– if any contact information that has been pulled from Practice Panther is changed in Levitate only, the change will not push back to Practice Panther or stick in Levitate (as it will be written over with the information listed in Practice Panther). If you wish to make updates to contact information, you must first update it in Practice Panther so that it reads over to Levitate. You are, however, able to add additional information into Levitate– like key facts, tags, etc. that hasn’t been sourced from Practice Panther.
Can Levitate pull in archived contacts from Practice Panther?
No, at this time Practice Panther does not have a good way for us to pull in archived contacts due to a discrepancy between what you can see on the app and what is available for us to pull in.