The objective of this article is to export your data from Time Matters to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set.
Temporarily Turn off Security Settings (Recommended)
Time Matters has a recommended security settings feature that adds an extra 5-10 minutes to each export. For the purposes of exporting data, we recommend temporarily turning this feature off.
Navigate to the top left of the screen.
File > Setup > User and Security > click on Security Settings
Uncheck "Activate Security Features..." and click OK
Remember to check it again once you are done exporting data.
When choosing where to save the file you export, add ‘.csv’ to the end of the actual file name, as there is no option to select a .csv export.
Contacts (Clients):
Open Time Matters. Click File
Click Export. Click Custom Export
Select the third option Create a new Export Template. Click Next
On the page Select Export File Format:
Select ASCII - Comma Delimited (.CSV)
Check Include field names labels as first record in Export ← this is what ensures headers. All of the TM exports require this box to be checked to have headers.
Click “...”
Assign the file a name and select an easy to find location (like your desktop).
Include “.csv” at the end of the file name as you give it a name, such as “contacts.csv”.
Click "Open".
When you are back in the "Select Export File Format" page, click "Next".
On the page Specify Time Matter Record Type, for "Export the following Record Type" choose Contact.
Click "Next".
On the page Export Linked Records
Select None. Click Next
On the page Select Pre-Merge Record
Select None. Click Next
On the page Export Custom Forms
Select None. Click Next
On the page Select Contact Export Fields
Click Add All >> Click Next
On the page Which Record to Export:
For Record Filter select All Records.
For Archive Status select Both.
Click Next.
On the page Launch Application After Export:
Select No, do not launch an application. Click Next
On the page Checking Security
Select No Records.
It may take time for the system to finish checking security rights.
Once it is done, click Next.
On the page Ready to Begin Export:
Select Yes. Save this Export Template
Click Finish. When the export is complete, click OK
Matters (Cases):
Open Time Matters. Click File
Click Export. Click Custom Export
Select the third option Create a new Export Template. Click Next
On the page Select Export File Format:
Select ASCII - Comma Delimited (.CSV)
Check Include field names labels as first record in Export. Click “...”
Assign the file a name and select a location, typically in c:\MyCase Export\ (creating the folder MyCase Export)
Include “.csv” at the end of the file name as you give it a name, such as “Matters.csv”
On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Cases
On the page Select Pre-Merge Record
Select None. Click Next
On the page Export Custom Forms
Select None. Click Next
On the page Select Matter Export Fields
Click Add All >>
Click Next
We suggest that you change the Practice Area filter to get the right header titles per export.
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
On the page Launch Application After Export:
Select No, do not launch an application. Click Next
On the page Ready to Begin Export:
Select Yes. Save this Export Template
Click Finish. When the export is complete, click OK
Notes:
Open Time Matters. Click File
Click Export. Click Custom Export
Select the third option Create a new Export Template. Click Next
On the page Select Export File Format:
Select ASCII - Comma Delimited (.CSV)
Check Include field names labels as first record in Export. Click “...”
Assign the file a name and select a location, typically in c:\MyCase Export\ (creating a folder titled, “MyCase Export”)
Include “.csv” at the end of the file name as you give it a name, such as “Notes.csv”
On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Notes
On the page Select Pre-Merge Record
Select None. Click Next
On the page Export Custom Forms
Select None. Click Next
On the page Select Notes Export Fields
Click Add All >> Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
On the page Launch Application After Export:
Select No, do not launch an application. Click Next
On the page Ready to Begin Export:
Select Yes. Save this Export Template
Click Finish. When the export is complete, click OK
Events:
Open Time Matters. Click File
Click Export. Click Custom Export
Select the third option Create a new Export Template. Click Next
On the page Select Export File Format:
Select ASCII - Comma Delimited (.CSV)
Check Include field names labels as first record in Export. Click “...”
Assign the file a name and select a location, typically in c:\MyCase Export\ (creating a folder titled, “MyCase Export”)
Include “.csv” at the end of the file name as you give it a name, such as “Contacts.csv”
On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Events
On the page Select Pre-Merge Record
Select None. Click Next
On the page Export Custom Forms
Select None. Click Next
On the page Select Events Export Fields
Click Add All >> Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
On the page Launch Application After Export:
Select No, do not launch an application. Click Next
On the page Ready to Begin Export:
Select Yes. Save this Export Template
Click Finish. When the export is complete, click OK
Tasks:
Open Time Matters. Click File
Click Export. Click Custom Export
Select the third option Create a new Export Template. Click Next
On the page Select Export File Format:
Select ASCII - Comma Delimited (.CSV)
Check Include field names labels as first record in Export. Click “...”
Assign the file a name and select a location, typically in c:\MyCase Export\ (creating a folder titled, “MyCase Export”)
Include “.csv” at the end of the file name as you give it a name, such as “Matters.csv”
On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose To Do's
On the page Select Pre-Merge Record
Select None. Click Next
On the page Export Custom Forms
Select None. Click Next
On the page Select Task Export Fields
Click Add All >> Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
On the page Launch Application After Export:
Select No, do not launch an application. Click Next
On the page Ready to Begin Export:
Select Yes. Save this Export Template
Click Finish. When the export is complete, click OK
Time and Expenses:
Open Time Matters. Click File
Click Export. Click Custom Export
Select the third option Create a new Export Template. Click Next
On the page Select Export File Format:
Select ASCII - Comma Delimited (.CSV)
Check Include field names labels as first record in Export. Click “...”
Assign the file a name and select a location, typically in c:\MyCase Export\ (creating the folder MyCase Export)
Include “.csv” at the end of the file name as you give it a name, such as “Matters.csv”
On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Billing
On the page Select Pre-Merge Record
Select None. Click Next
On the page Export Custom Forms
Select None. Click Next
On the page Select Notes Export Fields
Click Add All >> Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
On the page Launch Application After Export:
Select No, do not launch an application. Click Next
On the page Ready to Begin Export:
Select Yes. Save this Export Template
Click Finish. When the export is complete, click OK