This article shows you how to export your data from Firm Central to be imported into MyCase. 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
Removing duplicate entries
If you are unsure how to format your data, please contact a Customer Support representative for assistance. If you are eligible for onboarding services, a Data Migration Specialist will assist you in formatting and organizing your data.
Note: Exporting your information is straightforward. Go to your Client, Contact or Matter list and click on the Export button at the top right corner of your screen. This opens an Excel file that you can easily manipulate.
Matters (Cases):
Click Matters
Click Export Matters (unlabelled button)
Contacts (Clients):
Click Contacts
Click Export Contacts (unlabelled button)
Unbilled Time Entries:
Click Reports
Click Time by User
Select all users
Provide a Date Range - This is limited to 365 days, so you may have to run the report multiple times.
Select CSV from the dropdown on the far right side of the page
Click Export
Unbilled Expense Entries:
Click Reports
Click Expense by Matter
Select all matters
Provide Date Range - This is limited to 365 days, so you may have to run the report multiple times.
Select CSV from the dropdown on the far right side of the page
Click Export
Accounts Receivable (Outstanding Balances):
Click Reports
Click Accounts Receivable
Provide Date Range - This is limited to 365 days, so you may have to run the report multiple times.
Select CSV from the dropdown on the far right side of the page
Click Export
Events
โ
1. Select Calendar from the main menu.
2. In the upper right corner, click on the Export button.
3. A pop-up window appears with options.
4. Select a date range to Export along with the types of Events and files associated with the date.
โ*You can only export 365 days at a time. Depending on how long you have used the
In the Firm Central calendar, you may need to run multiple exports. You should export files as a CSV file.