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Migrating from Timeslips

Prepare to export your Timeslips data for a seamless import into MyCase. Learn the essential file formatting rules to ensure a successful data migration.

Overview

What can migrate

How to migrate

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 Timeslips 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

  • Unbilled time entries

  • Unbilled expenses

  • Unsent invoices
    ​

How to migrate

Note: When you export data, make sure all filters have been removed before running the export.

Option 1 (preferred method): Generate a full backup of your data

  1. First go to Help > About

    1. Note down the file path to "Databases" - we need to navigate to this location

  2. Using the computer that is running timeslips, open file explorer

  3. Navigate to file path mentioned in step 1

  4. Within that folder you should see one or several files, please copy and paste all of them to your desktop

    1. If you don't see files in that folder, the backups may be located in a different folder around near that location.

    2. (Example: Files may be in a folder nearby called "Data0")

The files placed on your desktop will contain a full database of your timeslips data that can be used and provided to the migration team.

Option 2:

If the above method of generating a backup is not available or you want to migrate the data yourself, use the following guide:

Contacts and Matters:

  1. Click on Reports

  2. Click Client

  3. Click Client Info Listing

  4. Double click Client Info Listing

  5. Remove any filters so all cases are exported

  6. Choose Print as Excel File

  7. Create/Print File (this will not actually start printing the file)

  8. Open and Save

*Repeat steps for other desired exports

Outstanding Balances and Trust Balances:

  • Run the Aged A/R Balances report

  • Run the Trust Funds Account Listing report

Time Entries and Expenses:

Run the Slip Listing report, or:

  1. Open TimeSlips

  2. Click File > Export

  3. Click Slips

  4. Click Open Report Entry

  5. Under Selection Filters, select both Slips and Slip Transaction Date, whichever is available. If either is not already in the box to the right of the arrows, click the right facing arrow to move Clients into that listing

  6. Select the date range parameters when prompted; choose the date range which comprises as little billed activity as possible, to capture only the unbilled time

  7. Next to Print to: select Comma Separated Values (CSV)

  8. Save in location you can easily access

  9. Make sure the Include Field Labels option is checked before saving.

or (Slip export for versions 2019-above)

  1. Click Reports

  2. Click Slips

  3. Click Monthly Slip Listing for User

  4. Set date range

  5. Slip filters:

    1. Slip Classification - Open

    2. Users - All

    3. Clients - All

  6. Print to: CSV

  7. Make sure to Include Column Titles

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