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How to Export Data out of TABS/Practice Master

This article will go over instructions on exporting data out of TABS/Practice Master for use in the data migration process.

Jesus Diaz avatar
Written by Jesus Diaz
Updated this week

One thing to keep in mind is that TABS does not possess the ability to export data, but Practice Master does. As they are part of the same software suite, Practice Master can be utilized in order to obtain an export of the data from TABS.

Please ensure all users are logged out of Practice Master before beginning the data export.

Procedure:

  1. Select the Maintenance tab

  2. Click File Maintenance

  3. Select the desired export files:
    Client (CMCLIENT) - Matters
    Contact (CMRELATE) - Contacts
    Journal (CMJRNL) - Notes
    Calendar (CMCALENDAR) - Calendar Events
    Cost (CMCOST) - Expenses
    Fee (CMFEES) - Time Entries

  4. Click OK

  5. Select Utility

  6. Click Export Data

  7. Click "Ok"

Once you have generated all necessary data exports, please upload the data files to the link provided by your Data Migration Specialist.

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