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How to Export Data from Time Matters
How to Export Data from Time Matters

Migrating to PracticePanther from Time Matters

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

To export data from Time Matters, follow the instructions below:

Guide:

  1. Exporting Contacts

  2. Exporting Matters

  3. Exporting Events

  4. Exporting Tasks

  5. Exporting Notes

  6. Exporting Time and Expenses

Exporting Contacts

1. Open Time Matters

2. Click File

3. Click Export

4. Click Custom Export

5. Select the third option Create a new Export Template

6. Click Next

7. On the page Select Export File Format:

· Select ASCII - Comma Delimited (.TXT or .CSV)

· Check Include field names labels as first record in Export

· Click “...”

· Assign the file a name and select a location, typically in c:\Desktop\ or you can create a folder to hold the exported files.

8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose Contacts

9. On the page Select Pre-Merge Record

· Select None

· Click Next

10. On the page Export Custom Forms

· Select None

· Click Next

11. On the page Select Contact 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)

12. On the page Launch Application After Export:

· Select No, do not launch an application

· Click Next

13. On the page Ready to Begin Export:

· Select Yes. Save this Export Template

· Click Finish

14. When the export is complete, click OK

Exporting Matters

1. Open Time Matters

2. Click File

3. Click Export

4. Click Custom Export

5. Select the third option Create a new Export Template

6. Click Next

7. On the page Select Export File Format:

· Select ASCII - Comma Delimited (.TXT or .CSV)

· Check Include field names labels as first record in Export

· Click “...”

· Assign the file a name and select a location

8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose Cases

9. On the page Select Pre-Merge Record

· Select None

· Click Next

10. On the page Export Custom Forms

· Select None

· Click Next

11. On the page Select Matter 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)

12. On the page Launch Application After Export:

· Select No, do not launch an application

· Click Next

13. On the page Ready to Begin Export:

· Select Yes. Save this Export Template

· Click Finish

14. When the export is complete, click OK

Exporting Events

1. Open Time Matters

2. Click File

3. Click Export

4. Click Custom Export

5. Select the third option Create a new Export Template

6. Click Next

7. On the page Select Export File Format:

· Select ASCII - Comma Delimited (.TXT or .CSV)

· Check Include field names labels as first record in Export

· Click “...”

· Assign the file a name and select a location

8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose Events

9. On the page Select Pre-Merge Record

· Select None

· Click Next

10. On the page Export Custom Forms

· Select None

· Click Next

11. 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)

12. On the page Launch Application After Export:

· Select No, do not launch an application

· Click Next

13. On the page Ready to Begin Export:

· Select Yes. Save this Export Template

· Click Finish

14. When the export is complete, click OK

Exporting Tasks

1. Open Time Matters

2. Click File

3. Click Export

4. Click Custom Export

5. Select the third option Create a new Export Template

6. Click Next

7. On the page Select Export File Format:

· Select ASCII - Comma Delimited (.TXT or .CSV)

· Check Include field names labels as first record in Export

· Click “...”

· Assign the file a name and select a location

8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose To Do's

9. On the page Select Pre-Merge Record

· Select None

· Click Next

10. On the page Export Custom Forms

· Select None

· Click Next

11. 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)

12. On the page Launch Application After Export:

· Select No, do not launch an application

· Click Next

13. On the page Ready to Begin Export:

· Select Yes. Save this Export Template

· Click Finish

14. When the export is complete, click OK

Exporting Notes

1. Open Time Matters

2. Click File

3. Click Export

4. Click Custom Export

5. Select the third option Create a new Export Template

6. Click Next

7. On the page Select Export File Format:

· Select ASCII - Comma Delimited (.TXT or .CSV)

· Check Include field names labels as first record in Export

· Click “...”

· Assign the file a name and select a location

8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose Notes

9. On the page Select Pre-Merge Record

· Select None

· Click Next

10. On the page Export Custom Forms

· Select None

· Click Next

11. 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)

12. On the page Launch Application After Export:

· Select No, do not launch an application

· Click Next

13. On the page Ready to Begin Export:

· Select Yes. Save this Export Template

· Click Finish

14. When the export is complete, click OK

Exporting Time and Expenses

1. Open Time Matters

2. Click File

3. Click Export

4. Click Custom Export

5. Select the third option Create a new Export Template

6. Click Next

7. On the page Select Export File Format:

· Select ASCII - Comma Delimited (.TXT or .CSV)

· Check Include field names labels as first record in Export

· Click “...”

· Assign the file a name and select a location

8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose Billing

9. On the page Select Pre-Merge Record

· Select None

· Click Next

10. On the page Export Custom Forms

· Select None

· Click Next

11. 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)

12. On the page Launch Application After Export:

· Select No, do not launch an application

· Click Next

13. On the page Ready to Begin Export:

· Select Yes. Save this Export Template

· Click Finish

14. When the export is complete, click OK

Once the files are saved to CSV, inform your Customer Success Manager so we may begin the migration process.

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