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.