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How to Export Data from FirmCentral
How to Export Data from FirmCentral

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

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

Matters:

  1. Click Matters.

  2. Select Export Matters (unlabeled button).

Contacts:

  1. Click Contacts.

  2. Select Export Contacts (unlabeled button).

Unbilled time entries:

  1. Click Reporting.

  2. Click Time by User.

  3. Select all users.

  4. Enter the Date Range.

  5. Select CSV from the dropdown.

  6. Click Export.

  7. Once the download is ready, download the report from the button in the bottom right corner of the page.

Unbilled expense entries:

  1. Click Reporting.

  2. Click Expense by Matter.

  3. Select all matters.

  4. Enter the Date Range.

  5. Select CSV from the dropdown.

  6. Click Export.

  7. Once the download is ready, download the report from the button in the bottom right corner of the page.

Accounts receivables (outstanding balances)

  1. Click Reporting.

  2. Click Accounts Receivable.

  3. Enter the Date Range.

  4. Select CSV from the dropdown.

  5. Click Export.

  6. Once the download is ready, download the report from the button in the bottom right corner of the page.

Calendar entries:

  1. Click Calendar.

  2. Ensure that any relevant users are checked on the left side of the page.

  3. Click Export Calendar (unlabeled button).

  4. Enter the Date Range.

  5. Select CSV from the dropdown.

  6. Click Export.

  7. Once the download is ready, download the report from the button in the bottom right corner of the page.

Trust balances:

  1. Click Reporting.

  2. Click Trust & Retainers Account Balances Report.

  3. Select all users.

  4. Enter the Date Range.

  5. Select CSV from the dropdown.

  6. Click Export.

  7. Once the download is ready, download the report from the button in the bottom right corner of the page.

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