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How To Export Data From Time Matters
How To Export Data From Time Matters

The objective of this article is to export your data from Time Matters to be imported into MyCase.

Lisa Myers avatar
Written by Lisa Myers
Updated over a week ago

The objective of this article is to export your data from Time Matters to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in the formatting and organizing of your data.

OVERVIEW

When choosing where to save the file you export, add ‘.csv’ to the end of the actual file name, as there is no option to select a .csv export.

Contacts (Clients):

  1. Open Time Matters. Click File

  2. Click Export. Click Custom Export

  3. Select the third option Create a new Export Template. Click Next

  4. On the page Select Export File Format:

    • Select ASCII - Comma Delimited (.CSV)

    • Check Include field names labels as first record in Export ← this is what ensures headers. All of the TM exports require this box to be checked to have headers. Click “...”

    • Assign the file a name and select a location, typically in c:\MyCase Export\ (creating the folder MyCase Export)

    • Include “.csv” at the end of the file name as you give it a name, such as “Contacts.csv”

  5. On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Contacts

  6. On the page Select Pre-Merge Record

    • Select None. Click Next

  7. On the page Export Custom Forms

    • Select None. Click Next

  8. On the page Select Contact Export Fields

    • Click Add All >> Click Next

    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

  9. On the page Launch Application After Export:

    • Select No, do not launch an application. Click Next

  10. On the page Ready to Begin Export:

    • Select Yes. Save this Export Template

    • Click Finish. When the export is complete, click OK

Matters (Cases):

  1. Open Time Matters. Click File

  2. Click Export. Click Custom Export

  3. Select the third option Create a new Export Template. Click Next

  4. On the page Select Export File Format:

    • Select ASCII - Comma Delimited (.CSV)

    • Check Include field names labels as first record in Export. Click “...”

    • Assign the file a name and select a location, typically in c:\MyCase Export\ (creating the folder MyCase Export)

    • Include “.csv” at the end of the file name as you give it a name, such as “Matters.csv”

  5. On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Cases

  6. On the page Select Pre-Merge Record

    • Select None. Click Next

  7. On the page Export Custom Forms

    • Select None. Click Next

  8. On the page Select Matter Export Fields

    • Click Add All >>

    • Click Next

      1. We suggest that you change the Practice Area filter to get the right header titles per export.

    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

  9. On the page Launch Application After Export:

    • Select No, do not launch an application. Click Next

  10. On the page Ready to Begin Export:

    • Select Yes. Save this Export Template

    • Click Finish. When the export is complete, click OK

Notes:

  1. Open Time Matters. Click File

  2. Click Export. Click Custom Export

  3. Select the third option Create a new Export Template. Click Next

  4. On the page Select Export File Format:

    • Select ASCII - Comma Delimited (.CSV)

    • Check Include field names labels as first record in Export. Click “...”

    • Assign the file a name and select a location, typically in c:\MyCase Export\ (creating a folder titled, “MyCase Export”)

    • Include “.csv” at the end of the file name as you give it a name, such as “Notes.csv”

  5. On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Notes

  6. On the page Select Pre-Merge Record

    • Select None. Click Next

  7. On the page Export Custom Forms

    • Select None. Click Next

  8. On the page Select Notes Export Fields

    • Click Add All >> Click Next

    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

  9. On the page Launch Application After Export:

    • Select No, do not launch an application. Click Next

  10. On the page Ready to Begin Export:

    • Select Yes. Save this Export Template

    • Click Finish. When the export is complete, click OK

Events:

  1. Open Time Matters. Click File

  2. Click Export. Click Custom Export

  3. Select the third option Create a new Export Template. Click Next

  4. On the page Select Export File Format:

    • Select ASCII - Comma Delimited (.CSV)

    • Check Include field names labels as first record in Export. Click “...”

    • Assign the file a name and select a location, typically in c:\MyCase Export\ (creating a folder titled, “MyCase Export”)

    • Include “.csv” at the end of the file name as you give it a name, such as “Contacts.csv”

  5. On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Events

  6. On the page Select Pre-Merge Record

    • Select None. Click Next

  7. On the page Export Custom Forms

    • Select None. Click Next

  8. On the page Select Events Export Fields

    • Click Add All >> Click Next

    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

  9. On the page Launch Application After Export:

    • Select No, do not launch an application. Click Next

  10. On the page Ready to Begin Export:

    • Select Yes. Save this Export Template

    • Click Finish. When the export is complete, click OK

Tasks:

  1. Open Time Matters. Click File

  2. Click Export. Click Custom Export

  3. Select the third option Create a new Export Template. Click Next

  4. On the page Select Export File Format:

    • Select ASCII - Comma Delimited (.CSV)

    • Check Include field names labels as first record in Export. Click “...”

    • Assign the file a name and select a location, typically in c:\MyCase Export\ (creating a folder titled, “MyCase Export”)

    • Include “.csv” at the end of the file name as you give it a name, such as “Matters.csv”

  5. On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose To Do's

  6. On the page Select Pre-Merge Record

    • Select None. Click Next

  7. On the page Export Custom Forms

    • Select None. Click Next

  8. On the page Select Task Export Fields

    • Click Add All >> Click Next

    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

  9. On the page Launch Application After Export:

    • Select No, do not launch an application. Click Next

  10. On the page Ready to Begin Export:

    • Select Yes. Save this Export Template

    • Click Finish. When the export is complete, click OK

Time and Expenses:

  1. Open Time Matters. Click File

  2. Click Export. Click Custom Export

  3. Select the third option Create a new Export Template. Click Next

  4. On the page Select Export File Format:

    • Select ASCII - Comma Delimited (.CSV)

    • Check Include field names labels as first record in Export. Click “...”

    • Assign the file a name and select a location, typically in c:\MyCase Export\ (creating the folder MyCase Export)

    • Include “.csv” at the end of the file name as you give it a name, such as “Matters.csv”

  5. On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Billing

  6. On the page Select Pre-Merge Record

    • Select None. Click Next

  7. On the page Export Custom Forms

    • Select None. Click Next

  8. On the page Select Notes Export Fields

    • Click Add All >> Click Next

    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

  9. On the page Launch Application After Export:

    • Select No, do not launch an application. Click Next

  10. On the page Ready to Begin Export:

    • Select Yes. Save this Export Template

    • Click Finish. When the export is complete, click OK

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