Following along in MyCase is recommended as you read the article.
Overview
MyCase supports import functionality to help you move between practice management systems without interruption to your business. It's easy to use our simple spreadsheets to add the time entries and expenses you need to begin running your business in MyCase immediately.
Importing Time Entries
Locate and click the Billing tab on the left navigation pane.
Then, select Time Entries from the drop-down menu.
On the upper-right hand side of the Time Entries page, click the Import Time Entries button.
In the Import Time Entries window, click Download CSV template.
Open the CSV Template in Microsoft Excel or Google Sheets, and add your data to the relevant columns.
Note: Do not edit the column headers on the template.
Once your data has been entered, save the file as .csv (comma separated values).
Upload the file to MyCase by navigating to the window pictured above, and either drag the file into the window or click to browse.
Once the .csv file is uploaded to the window, select Submit in the bottom right hand corner to upload your time entries.
Note: On the right hand side of the Time Entries page, you can select All Entries to see entries that are not assigned to you.
Importing Expenses
Locate and click the Billing tab on the left navigation pane.
Then, select Expenses from the drop-down menu.
On the upper-right hand side of the resulting page, click the Import Expenses button.
In the Import Expense window, click Download CSV template.
Next, open the CSV template in Microsoft Excel or Google Sheets, and add your data to the relevant columns.
Note: Do not edit the column headers on the template.
Once your data has been entered, save the file as .csv (comma separated values).
Upload the file to MyCase by navigating to the window pictured above, and either drag the file into the window or click to browse.
Once the .csv file is uploaded to the window, select Submit in the bottom right hand corner to upload your expenses.
Note: On the right hand side of the Expenses page, you can select "All Expenses" to see expenses that are not assigned to you.