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Migrating from Tabs3 with Practice Master

Prepare to export your Tabs3 with Practice Master data for a seamless import into MyCase. Learn the essential file formatting rules to ensure a successful data migration.

Overview

What can migrate

How to migrate

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 Tabs3 with Practice Master 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

  • Custom fields

  • Notes

  • Unbilled time entries

  • Tasks

  • Calendar events (single events only)

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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.

How to migrate

Contacts, matters, and other files:

  1. Select the Maintenance tab and click File Maintenance.

  2. 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):

  1. Go to the TABS module.

  2. Click Reports > Miscellaneous > Timekeepers List.

  3. Export file to XLSX format.

Category list (with ID numbers and for practice areas):

  1. Go to the TABS module

  2. Click Reports > Miscellaneous > Category List.

  3. 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.

  1. In the search bar, search for Transaction Code List.

  2. Export file to XLSX format.

Accounts receivables:

  1. Go to Reports > Accounts Receivable > AR Summary Report.

  2. Select Sort tab settings.

  3. Check Subtotal by Client.

  4. Select Report Order = None.

  5. Click OK to generate the report and then export as Excel format (e.g. xlsx, csv, etc.).

Trust Balances:

  1. Go to the TAS (Trust Accounting Software) module on the bottom left of the PM.

  2. Click Reports.

  3. Select Trust Account List Report and save the data in xlsx format.

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