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How to Export Data from RocketMatter
How to Export Data from RocketMatter

This article goes over how to export data from RocketMatter for use in the data migration process.

Jesus Diaz avatar
Written by Jesus Diaz
Updated over a week ago

Contacts

1. In RocketMatter, select Settings in the left navigation bar.

2. Under Data, click on Export Contacts.

3. Choose a location and save the file.


Matters

1. Click on Matters on the left sidebar.

2. Click on filters to include Open, Completed, and Closed cases.

3. Select the Show/Hide Columns button and check all boxes.

4. Click Export Report

Time Entries/Expenses

1. Click Reports on the left sidebar.

2. Click Run Report on "Billable Activity by User(s)"

3. Select Edit Filters

1. Choose the Date Range of Activities to export.

2. Add All Users

3. Include all Activity types.

4. Include Expenses

4. Click on Export Report

Matter Related Contact

1. Select Reports on the left sidebar.

2. Click Run Report under "I Want To See All Matter Related Contacts"

3. Click on Export Report.

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