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How to Export Data from Ez Law

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

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

Contacts/Matters:

  1. Click File in the main menu.

  2. Select Import & Export.

  3. Click Create import/export template.

  4. Select the Export Type (Clients, Contacts, Vendors).

  5. Select each of the columns that needs to be exported or click Select All.

  6. Click Next and select the download location.

Outstanding balances:

  1. Click the Reports icon in the main menu.

  2. In the Accounts Receivables section, click the Accounts Receivables Aging report.

  3. In the Transactions section, adjust the date parameters.

  4. Click View.

  5. From the main report view, click the Export icon in the top left corner of the screen.

  6. In the Report Type, select CSV.

  7. Select the download location.

  8. Click Save.

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