Import/Export


Purpose & Benefit
: Move and/or sync your data across a number of applications, whether it be old legacy software like Timeslips, or accounting software such as QuickBooks, or to pull data from a simple Excel spreadsheet. TimeSolv’s importing capabilities make it easy to make the move. It only involves a few simple steps – and of course, we’re happy to guide you through it.  We will be there from conversion planning to ensuring that your first set of bills using TimeSolv go out on time. With exporting you can create data backups and create Excel files out of your data.

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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.

 

TimeSolv’s importing capabilities make it easy to move and/or sync your data across a number of applications, whether it be old legacy software like Timeslips or accounting software such as QuickBooks, or even to pull data from a simple Excel spreadsheet.

 

Import

Under Account>Import/Export>Import users can select to import:

Abbreviations
Clients
​Client Billing Category
Client notes
Contacts
Expenses
Expense Codes
Matters
​Matter Billing Category
Matter notes
Related parties
Sub-task codes
Task codes
Time

Select the entity to be imported, and download an example Excel file to help represent how the data should be laid out for it to be successfully imported.  It may take a few minutes for TimeSolv to import the file.

Note: You must import Clients before Matters.

For assistance transferring data from older billing software to TimeSolv, please contact TimeSolv Support at 651-687-0090.

 

Export

TimeSolv never holds your data hostage.  Under Account>Import/Export>Export users can select to export:

Clients
Matters
Client/Matter contacts
Task codes
Sub-task codes
Expense codes
Time
Expenses
Invoices
Payments & Allocations
Ledger entries
Client notes
Matter notes
​Client Billing Category
​Matter Billing Category

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