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 Rocket Matter 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
Notes (Case/Contact)
Unbilled time entries
Unbilled expenses
Tasks
Calendar events (single events only)
Invoices (unsent)
How to migrate
Matters
Log in to Rocket Matter
Click Matters on the left sidebar.
Click “Edit Filters”
Under “Matter Status” select all of the options (Open, Closed, and Completed) and then click apply filters
Click “Show/Hide Columns” and make sure all of the columns are selected
Click “Export Report”.
Contacts
Select Settings in the left navigation bar.
Under Data, click on Export Contacts.
Choose “CSV” as the format
Click “Export”
Time Entries/Expenses
Click Reports on the left sidebar.
Click Run Report on "Billable Activity by User(s)"
Select Edit Filters
Choose the Date Range of Activities to export.
Under “Find billable activity for Users”, click “Add All”
Under “Activity Types to Show”, select Billable, No Charge, and Non-billable
Under “Show with invoice status”, select “Non-Invoiced”
Under “Include Expenses”, select “Include Expenses”
Click on “Apply Filters”
Click on “Export Report”
Accounts Receivable
Click Matters on the left sidebar.
Click “Edit Filters”
Under “Matter Status” select all of the options (Open, Closed, and Completed) and then click apply filters
Click “Show/Hide Columns” and make sure only these columns are selected:
First Name/Company
Last Name
Matter
Current Balance
Click “Export Report”
Trusts
Go to “Reports” on the left sidebar
Select the report with the title “I want to see all of my trust transactions by client”
Chose the Date Range of Trust Balances to export
Click “Export”