Overview
To ensure a smooth migration into MyCase, your files must be exported in .csv or .xlsx format, have headers only in the top row, and contain no duplicate entries. If you need help meeting these requirements, contact CosmoLex Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.
What can migrate
Contacts
Cases
Custom fields
Unbilled time entries
Unbilled expenses
Leads
Calendar events (single events only)
Unsent invoices
How to migrate
Matters Export
Click "Matters" on the left sidebar
Remove the "Status = Active" filter
Click "Export"
Adjust Export format to "CSV (.csv)"
Click "Custom Export"
Click "To Page" and choose the last available page
Click "Export"
Contacts
Click on Contacts
Click Address Book
Remove the "Status = Active" filter
Click Export above the list of Contacts
The Export Grid will open
Select Custom Export and select all pages (if left blank will only export the first page of the listing)
Change Export Format to CSV
Click Export
Time Entries
Click Activities > Time/Expense
Click Export above the list of Time Entries
The Export Grid will open
Select Custom Export and pick the page range
Select "Unbilled" from the options available
Change Export Format to Excel (.xls)
Click Export
Accounts Receivable
Click Reports > Accounting (Matters) > Accounts Receivable
Select All Dates unless otherwise requested/needed
Once your filters are set, to preview the report, click the View button at the top right of the window
In the Print As field select Excel(.xls)
Click Download
Calendar
Click on Activities
Click Calendar
Click Details
Click Export
Select Custom Export and choose the pages you want to export as well as the format (CSV)
Click Export
Matter Notes
Click on Matters
Click into any Matter
Click Notes
Click Export
Select Custom Export and choose the pages you want to export as well as the format (CSV)
Click Export