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 ProLaw 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
Calendar events (single events only)
Unsent invoices
With Prolaw, users can retrieve a file called a “.bak” file from their Local Server. Users will need to backup the .bak file and then send it to their MyCase data migration specialist.
Important Information:
Need to have direct access to the local server desktop
Need to have Microsoft SQL Server Management Studio Express installed and running on the server prior to the export.
How to migrate
Export Steps:
Open SQL Server Management Studio Express and connect to the SQL server.
Expand Databases.
Right-click on the database you want to back up, then select Tasks > Back up. (This is not available for version 2018/2019)
On the Back Up Database window, make sure the Database field contains the name of the database you want to back up.
Select the Backup Type. By default, it is Full - leave it set to that.
Click Remove to remove the default/last backup file name.
Click Add to open the Select Backup Destination window.
Click [...] next to the File Name field.
On the Locate Database Files window, select the folder where you want the backup file to go. By default, it is ..\Microsoft SQL Server\MSSQL.1\MSSQL\Backup.
In the File Name field, type the name for this backup, with a .bak extension. For example, xyz_20080221.bak for a backup of the XYZ database created on 21 February 2008.
Click OK to close the Locate Database Files window.
Click OK to close the Select Backup Destination window.
Click OK to start the backup. The progress icon displays in the lower-left corner, and a ‘completed successfully’ message displays when it's done.
