To export data from TimeSlips, follow the instructions below:
Clients & Matters
Click on Reports tab
Click Client
Click "Client Info Listing"
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.
Create/Print file (It won't actually print the file)
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.