The objective of this article is to export your data from Tabs3 with the Practice Master interface 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.
Tabs3 does not have an explicit export function. To export your data, you must use the PracticeMaster interface. The PracticeMaster version must be compatible with the Tabs3 version to synchronize properly. If you are having issues with setting up PracticeMaster or have sync issues, contact Tabs3 support to set up PracticeMaster.
Contacts, matters, and other files:
Select the Maintenance tab and click File Maintenance.
Select the desired Export Files.
Data type | File location | File name |
Matters | Client | CMCLIENT |
Contacts | Lookup Files > Contact | CMRELATE |
Notes and communications | Common Client Related Files > Journal | CMJRNL |
Tasks and calendar | Calendar | CMCAL |
Expenses | Common Client Related Files > Cost | CMCOST |
Fees | Common Client Related Files > Fee | CMFEES |
3. Click OK.
4. Select Utility and click Export Data.
5. Rename the file and add .csv to convert it into a spreadsheet format.
6. Click Ok.
Timekeeper list (with ID numbers):
Go to the TABS module.
Click Reports > Miscellaneous > Timekeepers List.
Export file to XLSX format.
Category list (with ID numbers and for practice areas):
Go to the TABS module
Click Reports > Miscellaneous > Category List.
Export file to XLSX format.
Task code list (with ID numbers):
Note: The Tcode column in CMFEE and CMCOST will migrate to the activity categories for time and expenses.
In the search bar, search for Transaction Code List.
Export file to XLSX format.
Accounts receivables:
Go to Reports > Accounts Receivable > AR Summary Report.
Select Sort tab settings.
Check Subtotal by Client.
Select Report Order = None.
Click OK to generate the report and then export as Excel format (e.g. xlsx, csv, etc.).
Trust Balances:
Go to the TAS (Trust Accounting Software) module on the bottom left of the PM.
Click Reports.
Select Trust Account List Report and save the data in xlsx format.