Import/Export

VIDEO:

With TimeSolv, you can easily import and export data using the steps below:
Note: Please discuss with TimeSolv Support at 651-687-0090 to help you with transferring data from an older billing software to TimeSolv. You will need to cut and paste data into the provided Excel templates so it can be easily imported.

 

  • Select the Import/Export link under Account:

 

To Import from Excel:

 

  • select Import Excel tab.

 

  • Define Entity from the drop down:Activity Code
    Client
    Client Note
    Contact
    Expense
    Expense Code
    Matter/Project
    Matter/Project Note
    Related Party
    Time

 

  • Download an Example File which will show you how your data should be laid out for it to be easily imported.

 

  • Select File to be imported.

 

  • Select Import.

 

To Export from Excel:

 

  • select Export Excel tab.

 

  • Define Entity from the drop down:Client
    Matter/Project
    Client/Matter/Project Contact
    Activity Code
    Expense Code
    Staff Member
    Time
    Expense
    Invoice
    Plan Task
    Payment & Allocation
    Ledger Entry
    Client Note
    Matter/Project Note

 

  • Select Export.

 

To Backup data:

 

  • Select the Backups tab.

Note: The Automatic Data Backup service ($19.95 per month) emails you a backup copy of your data on the selected schedule.

 

  • Choose Backup Frequency from the following:Disabled
    Daily
    Weekly (on Sunday)

    Monthly (on 1st of month)

 

  • Create a Backup File Password.

 

  • Type in the Email Address that you wish for the backup files to be sent to.

 

  • Type in an Additional Email Address that you wish for the backup files to be sent to.

 

  • Click Save.

 

To Easily Transfer Data to and From QuickBooks:

 

  • Select the Quickbooks¬†tab.

 

  • Download the TimeSolv QB Sync software.

 

To Export Data to AccountEdge:

 

TimeSolv integrates with AccountEdge by exporting Invoices, Payments, Credit Memos, and Write Offs in addition to Trust and Retainer Deposits and Disbursements.

  • Select the AccountEdge¬†tab.

 

  • Select the date range for the data to be exported.

 

  • Type in the Debit Account and Credit Account numbers in AccountEdge for the following:Invoices
    Payments
    Credit Memo
    Write Offs

 

  • Type in the Debit Account and Credit Account numbers in AccountEdge for the Trust Accounts:Deposits
    Disbursements

 

  • Type in the Debit Account and Credit Account numbers in AccountEdge for the Retainer Accounts:Deposits
    Disbursements

 

  • Click Export to create a file that can be imported in AccountEdge.

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