Objective:

To download data from Time Matters which can be uploaded to Clio
To prepare for my migration
How can I export data
Migrate from Time Matters to Clio
Get information out of Time Matters

Environment:

Time Matters
Migrations

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

Initial Steps:

Open Time Matters
Click File
Click Setup
Click User and Security
Click Security Settings
Uncheck box For Activate Security Features Throughout the Application (Recommended)
Ensure that this box is rechecked once the export is completed.

To export your contacts:

Open Time Matters
Click File
Click Export
Click Custom Export
Select the third option Create a new Export Template
Click Next
On the page Select Export File Format:

Select ASCII - Comma Delimited (.TXT or .CSV)
Check Include field names labels as first record in Export
Click “...”
Assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export)

On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Contacts
On the page Select Pre-Merge Record

Select None
Click Next

On the page Export Custom Forms

Select None
Click Next

On the page Select Contact Export Fields

Click Add All >>
Remove the Memo field from the selection
Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

On the page Launch Application After Export:

Select No, do not launch an application
Click Next

On the page Ready to Begin Export:

Select Yes. Save this Export Template
Click Finish

When the export is complete, click OK

To export your matters:

Open Time Matters
Click File
Click Export
Click Custom Export
Select the third option Create a new Export Template
Click Next
On the page Select Export File Format:
- Select ASCII - Comma Delimited (.TXT or .CSV)
- Check Include field names labels as first record in Export
- Click “...”
- Assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export)
On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Cases
On the page Select Pre-Merge Record
- Select None
- Click Next
On the page Export Custom Forms
- Select None
- Click Next
On the page Select Matter Export Fields
- Click Add All >>
- Remove the Memo field from the selection
- Click Next
  - In order to get header names it is recommended you filter and export by Practice Area
- When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
On the page Launch Application After Export:
- Select No, do not launch an application
- Click Next
On the page Ready to Begin Export:
- Select Yes. Save this Export Template
- Click Finish
When the export is complete, click OK

Please Note: When doing a typical Time Matters migration, only the above Contacts and Matters front-end reports are exported along with the Time Matters database backup. How to Export Data from Time Matters Database

Please Note: Only export the following sections as workaround, if you are unable to export a Time Matters database backup.

To export your events:

Open Time Matters
Click File
Click Export
Click Custom Export
Select the third option Create a new Export Template
Click Next
On the page Select Export File Format:

Select ASCII - Comma Delimited (.TXT or .CSV)
Check Include field names labels as first record in Export
Click “...”
Assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export)

On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Events
On the page Select Pre-Merge Record

Select None
Click Next

On the page Export Custom Forms

Select None
Click Next

On the page Select Events Export Fields

Click Add All >>
Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

On the page Launch Application After Export:

Select No, do not launch an application
Click Next

On the page Ready to Begin Export:

Select Yes. Save this Export Template
Click Finish

When the export is complete, click OK

To export your task:

Open Time Matters
Click File
Click Export
Click Custom Export
Select the third option Create a new Export Template
Click Next
On the page Select Export File Format:

Select ASCII - Comma Delimited (.TXT or .CSV)
Check Include field names labels as first record in Export
Click “...”
Assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export)

On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose To Do's
On the page Select Pre-Merge Record

Select None
Click Next

On the page Export Custom Forms

Select None
Click Next

On the page Select Task Export Fields

Click Add All >>
Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

On the page Launch Application After Export:

Select No, do not launch an application
Click Next

On the page Ready to Begin Export:

Select Yes. Save this Export Template
Click Finish

When the export is complete, click OK

To export your notes:

Open Time Matters
Click File
Click Export
Click Custom Export
Select the third option Create a new Export Template
Click Next
On the page Select Export File Format:

Select ASCII - Comma Delimited (.TXT or .CSV)
Check Include field names labels as first record in Export
Click “...”
Assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export)

On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Notes
On the page Select Pre-Merge Record

Select None
Click Next

On the page Export Custom Forms

Select None
Click Next

On the page Select Notes Export Fields

Click Add All >>
Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

On the page Launch Application After Export:

Select No, do not launch an application
Click Next

On the page Ready to Begin Export:

Select Yes. Save this Export Template
Click Finish

When the export is complete, click OK

To export your time/expenses:

Open Time Matters
Click File
Click Export
Click Custom Export
Select the third option Create a new Export Template
Click Next
On the page Select Export File Format:

Select ASCII - Comma Delimited (.TXT or .CSV)
Check Include field names labels as first record in Export
Click “...”
Assign the file a name and select a location, typically in c:\Clio Export\ (creating the folder Clio Export)

On the page Specify Time Matter Record Type with the Export the following Record Type drop down menu choose Billing
On the page Select Pre-Merge Record

Select None
Click Next

On the page Export Custom Forms

Select None
Click Next

On the page Select Notes Export Fields

Click Add All >>
Click Next
When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)

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