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 Firm Central Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.
What can migrate
Cases
Contacts
Unbilled Time Entries
Unbilled Expense Entries
Outstanding Balances
Events*
How to migrate
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
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.
*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.