How to Export Data from TimeSlips

To export data from TimeSlips, follow the instructions below:

Clients & Matters

1. Click on Reports tab

2. Click Client

3. Click "Client Info Listing"

4. Choose to print as "Excel File" in the drop down menu prompting to choose a file type located in the bottom right hand menu of the window.

5. Create/Print file (It won't actually print the file)

6. Open and Save

Repeat the steps above for other desired Exports:

• Time slips

• To Do's

• Events

• Notes

• AR balances

Once the upload has been completed, inform your Customer Success Manager so we may begin the migration process.