Migrating Data From Your Current Software [T-Z]

Contacts, matters, and other files:

1. Select the Maintenance tab and click File Maintenance.
2. Select the desired Export Files.
   

   Data type	File location	File name
   Matters	Client	CMCLIENT
   Contacts	Lookup Files > Contact	CMRELATE
   Notes and communications	Common Client Related Files > Journal	CMJRNL
   Tasks and calendar	Calendar	CMCAL
   Expenses	Common Client Related Files > Cost	CMCOST
   Fees	Common Client Related Files > Fee	CMFEES

3. Click OK.
4. Select Utility and click Export Data.
5. Rename the file and add .csv to convert it into a spreadsheet format.
6. Click Ok.

Timekeeper list (with ID numbers):

1. Go to Reports > Miscellaneous > Timekeepers List.
2. Export file to XLSX format.

Category list (with ID numbers and for practice areas):

1. Go to Reports > Miscellaneous > Category List.
2. Export file to XLSX format.

Task code list (with ID numbers):

1. In the search bar, search for Transaction Code List.
2. Export file to XLSX format.

1. Click Reports and select Contacts.
2. Right click on any of the columns to show a list of available fields. Select the fields you want included in the export.
3. Click Find Now.
4. Select all items.
5. Click File and select Export to Excel.
6. Repeat the above steps for Calendar and Tasks.

Database Backup

1. Open Time Matters.
2. Go to File > Backup Time Matters Data.
3. Verify that the Shared Files Backup location is correct.
4. Optional: Click the ellipsis to change the location where the shared files will be saved.
5. Check the box next to Skip files in the Documents and Documents Index Directories.
6. Check the box next to Skip backing up of email attachments.
7. If you are using a non-default location and want Time Matters to remember the location selected in the Shared Files Backup, check the box next to Remember this destination for future backups.
8. Click the radio labeled as Backup Now in the bottom. This may or may not be an available option.
9. Click OK to start the backup process.

Front-end reports

Step 1: Follow these initial steps to get started.

1. Open Time Matters.
2. Go to File > Setup > User and Security > Security Settings.
3. Uncheck the box for Activate Security Features Throughout the Application (Recommended).
4. Recheck the box once the export is completed.

Step 2: Export your data. See the sections below.

Contacts:

1. Open Time Matters.
2. Go to File > Export > Custom Export.
3. Select Create a new Export Template.
4. Click Next.
5. On the Select Export File Format page, select ASCII - Comma Delimited (.TXT or .CSV) >  check Include field names labels as first record in Export > click “...” > assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export).
6. On the Specify Time Matter Record Type page, select the Export the following Record Type dropdown menu and choose Contacts.
7. On the Select Pre-Merge Record page, select None > click Next.
8. On the Export Custom Forms page, select None > click Next.
9. On the Select Contact Export Fields page, click Add All > remove the Memo field from the selection > click Next > when it asks about Archived Status, make sure to get BOTH non-archived data and archived data (unless preferences are otherwise).
10. On the Launch Application After Export page, select No, do not launch an application > click Next.
11. On the Ready to Begin Export page, select Yes. Save this Export Template > click Finish.
12. When the export is complete, click OK.

Matters:

1. Open Time Matters.
2. Go to File > Export > Custom Export.
3. Select Create a new Export Template.
4. Click Next.
5. On the Select Export File Format page, select ASCII - Comma Delimited (.TXT or .CSV) >  check Include field names labels as first record in Export > click “...” > assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export).
6. On the Specify Time Matter Record Type page, select the Export the following Record Type dropdown menu and choose Cases.
7. On the Select Pre-Merge Record page, select None > click Next.
8. On the Export Custom Forms page, select None > click Next.
9. On the Select Matter Export Fields page, click Add All > remove the Memo field from the selection > click Next (filter and export by practice area to get header names) > when it asks about Archived Status, make sure to get BOTH non-archived data and archived data (unless preferences are otherwise).
10. On the Launch Application After Export page, select No, do not launch an application > click Next.
11. On the Ready to Begin Export page, select Yes. Save this Export Template > click Finish.
12. When the export is complete, click OK.

Calendar events:

1. Open Time Matters.
2. Go to File > Export > Custom Export.
3. Select Create a new Export Template.
4. Click Next.
5. On the Select Export File Format page, select ASCII - Comma Delimited (.TXT or .CSV) >  check Include field names labels as first record in Export > click “...” > assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export).
6. On the Specify Time Matter Record Type page, select the Export the following Record Type dropdown menu and choose Events.
7. On the Select Pre-Merge Record page, select None > click Next.
8. On the Export Custom Forms page, select None > click Next.
9. On the Select Matter Export Fields page, click Add All > remove the Memo field from the selection > click Next > when it asks about Archived Status, make sure to get BOTH non-archived data and archived data (unless preferences are otherwise).
10. On the Launch Application After Export page, select No, do not launch an application > click Next.
11. On the Ready to Begin Export page, select Yes. Save this Export Template > click Finish.
12. When the export is complete, click OK.

Tasks:

1. Open Time Matters.
2. Go to File > Export > Custom Export.
3. Select Create a new Export Template.
4. Click Next.
5. On the Select Export File Format page, select ASCII - Comma Delimited (.TXT or .CSV) >  check Include field names labels as first record in Export > click “...” > assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export).
6. On the Specify Time Matter Record Type page, select the Export the following Record Type dropdown menu and choose To Dos.
7. On the Select Pre-Merge Record page, select None > click Next.
8. On the Export Custom Forms page, select None > click Next.
9. On the Select Matter Export Fields page, click Add All > remove the Memo field from the selection > click Next > when it asks about Archived Status, make sure to get BOTH non-archived data and archived data (unless preferences are otherwise).
10. On the Launch Application After Export page, select No, do not launch an application > click Next.
11. On the Ready to Begin Export page, select Yes. Save this Export Template > click Finish.
12. When the export is complete, click OK.

Notes:

1. Open Time Matters.
2. Go to File > Export > Custom Export.
3. Select Create a new Export Template.
4. Click Next.
5. On the Select Export File Format page, select ASCII - Comma Delimited (.TXT or .CSV) >  check Include field names labels as first record in Export > click “...” > assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export).
6. On the Specify Time Matter Record Type page, select the Export the following Record Type dropdown menu and choose Notes.
7. On the Select Pre-Merge Record page, select None > click Next.
8. On the Export Custom Forms page, select None > click Next.
9. On the Select Matter Export Fields page, click Add All > remove the Memo field from the selection > click Next > when it asks about Archived Status, make sure to get BOTH non-archived data and archived data (unless preferences are otherwise).
10. On the Launch Application After Export page, select No, do not launch an application > click Next.
11. On the Ready to Begin Export page, select Yes. Save this Export Template > click Finish.
12. When the export is complete, click OK.

Time and expenses:

1. Open Time Matters.
2. Go to File > Export > Custom Export.
3. Select Create a new Export Template.
4. Click Next.
5. On the Select Export File Format page, select ASCII - Comma Delimited (.TXT or .CSV) >  check Include field names labels as first record in Export > click “...” > assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export).
6. On the Specify Time Matter Record Type page, select the Export the following Record Type dropdown menu and choose Billing.
7. On the Select Pre-Merge Record page, select None > click Next.
8. On the Export Custom Forms page, select None > click Next.
9. On the Select Matter Export Fields page, click Add All > remove the Memo field from the selection > click Next > when it asks about Archived Status, make sure to get BOTH non-archived data and archived data (unless preferences are otherwise).
10. On the Launch Application After Export page, select No, do not launch an application > click Next.
11. On the Ready to Begin Export page, select Yes. Save this Export Template > click Finish.
12. When the export is complete, click OK.

Contacts:

1. Click on export in the main menu.
2. Select Export to Excel.
3. Select Clients from the dropdown.
4. Select All or the date range for the data.
5. Click Export.

Time entries:

1. Click on export in the main menu.
2. Select Export to Excel.
3. Select Time from the dropdown.
4. Select All or the date range for the data.
5. Click Export.

Expense entries:

1. Click on export in the main menu.
2. Select Export to Excel.
3. Select Expenses from the dropdown.
4. Select All or the date range for the data.
5. Click Export.

Contacts and matters:

1. Click Reports > Clients.
2. Click the + sign in the top right of the dialogue box.
3. Click Add a specific standard report to the report list.
4. Select the Client Info Listing report and then click Next.
5. Click Next.
6. Click Open Report Entry and then click Next.
7. Double click Client Classification and filter for open, closed, or inactive records as needed.
8. Click Options and confirm that all the boxes are checked. 
9. Click Print to, select Microsoft Excel File and then click Print.
10. Check the box for Include column titles and then click OK.
    • The excel file will automatically open after the export. Once opened, save the file in .xls format. 

Unbilled time and expense entries:

1. Click Reports.
2. Click the + sign in the top right of the dialogue box.
3. Click Add a specific standard report to the report list.
4. Select the Slip Listing report and then click Next.
5. Click Next.
6. Click Open Report Entry and then click Next.
7. Select Slips from Filter Groups.
8. Double click Slip Billed and set it to No.
9. Click Print to, select Microsoft Excel File and then click Print.
10. Check the box for Include column titles and then click OK.
    • The excel file will automatically open after the export. Once opened, save the file in .xls format.

Outstanding balances:

1. Click Reports.
2. Click the + sign in the top right of the dialogue box.
3. Click Add a specific standard report to the report list.
4. Select the Aged AR Balances By Date report and then click Next.
5. Click Next.
6. Click Open Report Entry and then click Next.
7. Click Print to, select Microsoft Excel File and then click Print.
8. Check the box for Include column titles and then click OK.
   • The excel file will automatically open after the export. Once opened, save the file in .xls format.

Contacts:

1. Open TimeSolv.
2. Hover over the Account tab at the top of the screen and click Import/Export from the menu.
3. Select the Export Excel subtab.
4. Select Client from the dropdown menu.
5. Click Export.
6. Repeat the above steps to download the Client Note and Client/Matter contact options from the dropdown menu as well.

Matters:

1. Open TimeSolv.
2. Hover over the Account tab at the top of the screen and click Import/Export from the menu.
3. Select the Export Excel subtab.
4. Select Matter from the dropdown menu.
5. Click Export.
6. Repeat the above steps to download the Matter Notes options from the dropdown menu as well.

Expense entries:

1. Open TimeSolv.
2. Hover over the Account tab at the top of the screen and click Import/Export from the menu.
3. Select the Export Excel subtab.
4. Select Expenses from the dropdown menu.
5. Select a date range, if applicable. If left blank, all expense entries will be exported.
6. Select Unbilled for status.
7. Click Export.

Time entries:

1. Open TimeSolv.
2. Hover over the Account tab at the top of the screen and click Import/Export from the menu.
3. Select the Export Excel subtab.
4. Select Time from the dropdown menu.
5. Select a date range, if applicable. If left blank, all expense entries will be exported.
6. Select Unbilled for status.
7. Click Export.
8. Repeat the above steps to download the Task Codes option from the dropdown menu as well.

Outstanding balances:

1. Open TimeSolv.
2. Navigate to the Reports tab at the top of the screen.
3. Scroll down to the Aged Invoices.
4. Select csv as the format the dropdown menu and click Export.

1. Click Contacts.
2. At the bottom of the screen, click Export to Excel.

There are two methods for exporting data from Trial Works: by requesting a backup from their database and accessing the backup using Microsoft SQL Server Management Studio Express (option 1), or by exporting using their reports functionality to export contacts, clients, and matters (option 2).

Option 1

Step 1: Contact TrialWorks to request a backup of the TrialWorks database.

Step 2: Follow these steps to access the data in your backup:

1. Open SQL Server Management Studio Express and connect to the SQL server.
2. Expand Databases.
3. Right-click on the database you want to back up, and then select Tasks > Back up (this is not available for version 2018/2019).
4. On the Back Up Database window, make sure the Database field contains the name of the database you want to back up.
5. Select Full for the Backup Type.
6. Click Remove to remove the default/last backup file name.
7. Click Add to open the Select Backup Destination window.
8. Click [...] next to the File Name field.
9. On the Locate Database Files window, select the folder where you want the backup file to go. By default, it is ..\Microsoft SQL Server\MSSQL.1\MSSQL\Backup.
10. In the File Name field, type the name for this backup, with a .bak extension. For example, xyz_20080221.bak for a backup of the XYZ database created on 21 February 2008.
11. Click OK to close the Locate Database Files window.
12. Click OK to close the Select Backup Destination window.
13. Click OK to start the backup. The progress icon displays in the lower-left corner, and a completed successfully message displays when it is done.

Option 2

Export contacts:

1. Click Reports in the menu bar and select Report Writer to open the Custom Report Export window.
2. Click Edit Queries…
3. In the Query/Filter Name enter an export name. E.g. Clio Export Contacts.
4. Select Contacts Table for the Table Name. 
5. Add a new row for each field you want to include in the report:
   • Select the FieldName that you would like included in the export.
   • Select SHOW for the Condition.
6. Click the Exit.
7. In the Export Format, select Excel and click Export. Save the file when the report opens in Excel.

Export clients:

1. Click Reports in the menu bar and select Report Writer to open the Custom Report Export window.
2. Click Edit Queries…
3. In the Query/Filter Name enter an export name. E.g. Clio Export Clients.
4. Select Clients Table for the Table Name. 
5. Add a new row for each field you want to include in the report:
   • Select the FieldName that you would like included in the export.
   • Select SHOW for the Condition.
6. Click the Exit.
7. In the Export Format, select Excel and click Export. Save the file when the report opens in Excel.

Export matters:

1. Click Reports in the menu bar and select Report Writer to open the Custom Report Export window.
2. Click Edit Queries…
3. In the Query/Filter Name enter an export name. E.g. Clio Export Matters.
4. Select Matters Table for the Table Name. 
5. Add a new row for each field you want to include in the report:
   • Select the FieldName that you would like included in the export.
   • Select SHOW for the Condition.
6. Click the Exit.
7. In the Export Format, select Excel and click Export. Save the file when the report opens in Excel.

1. Click Reports and select the report in Type of Report.
2. In Date Range, select All Time.
3. In Grouping, select Don’t Group, Just List Everything.
4. Click Save/Export.
5. Select Save as CSV File.

1. Go to Tools > List Users Currently Logged On.
2. Ensure that no other users are logged into the program.
3. Go to Tools > Backup/Restore Data.
4. Backup your Tussman data.
5. Go to Clients > Label and Export.
6. Modify selections under the Include (Y/N) section if needed.
7. Choose CSV File Export.
8. Select any relevant fields and click OK.
9. Repeat steps 5 to 8 for matters.

Contacts:

1. Click Contacts.
2. Select All Contacts.
3. Click Export and select CSV.

Matters:

1. Click Quick View.
2. Set the filter to All Matters.
3. Click Export and select CSV.

1. Click CONTACTS from the MY PRACTICE menu.
2. Click MORE, and then click Export Contacts.

1. Log in to Zoho.
2. Click Setup > Data Administration > Export.
3. Go to the Export Data page.
4. From the Select Export Module list, select the modules from which you want to export data from. Leads, Vendors, Customers are modules you will likely want to export.
5. Click Export.
6. Repeat until all desired modules are exported from.

1. Navigate to the Contacts tab on the left windowpane.
2. Filter contacts to include All, Clients, Leads and Archived contacts.
3. Click the gear icon next to the filter options.
4. Click Export Contacts. A csv file will download.