The objective of this article is to export your data from Time59 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
Important:
There is not an option to export “Projects” to Excel, but one can open a list of Projects (either as a report, or in the Projects tab), then copy and paste that data onto an Excel spreadsheet.
Procedure:
Click on Export in the main menu at the top
Select Export to Excel
Select Time, Expenses or Clients from the dropdown
Select the date range for the data
Click Export
Repeat as necessary to get the rest of the information.
(Note: reports do not seem to have an export to Excel function, only .txt files.)