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Export Data from LEAP

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

Updated over 2 weeks ago

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.

Matters
​

  1. Log into LEAP Reports.

  2. Go to the Matter List Report.

  3. Adjust the Date Range to capture all of the Matters you want to migrate.

  4. Click on "Include" and then mark "Yes" for Archived Matters.

  5. Click "View" on the top right

  6. Click "Export" and then "CSV"
    ​

Clients and Contacts

  1. Log into LEAP Reports.

  2. Go to the Card Details Report.

  3. Click on "Add Creation Date Filter" and select "No".

  4. Click on "Display", then "Card Type", and then make sure only the "People" Card Type is selected

  5. Click "View" on the top right

  6. Click "Export"

  7. Rename the file to "People_Contacts"


​Companies

  1. Log into LEAP Reports.

  2. Go to the Card Details Report.

  3. Click on "Add Creation Date Filter" and select "No".

  4. Click on "Display", then "Card Type", and then make sure only the following Card Types are selected

    1. Business

    2. Company

    3. Government

    4. Trust

  5. Click "View" on the top right

  6. Click "Export"

  7. Rename the file to "Company_Contacts"

Unbilled Time & Expenses

  1. Log into LEAP Reports.

  2. Go to the Aged WIP & Expenses Report.

  3. Make sure the "At Date" shows today's date

  4. Click on "Type" and make sure only "Expenses" and "Time & Fees" are selected.
    ​

  5. Click "View" on the top right

  6. Click the down arrow next to "Export" and click "CSV".

  7. Save the report to a location on your computer that is easy to find (e.g. your Desktop).

Trust Balances AND Outstanding (Accounts Receivable) Balances

  1. Log into LEAP Reports.

  2. Go to the Matter Balances Report.

  3. Make sure the "At Date" shows today's date

  4. Click on "Matters" and then "Archived Status", and make sure "All Matters" is selected.

  5. Click "View" on the top right

  6. Click the down arrow next to "Export" and click "CSV".

  7. The "Trust" column shows Trust Balance, and "Receivables Inc Tax" shows the AR Balance.

  8. Save the report to a location on your computer that is easy to find (e.g. your Desktop).

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