How to Export Data from Practice Master/TABS3

Objective:

• Export data from Practice Master/TABS3
• Migrate from Practice Master/TABS3
• Get information out of Practice Master/TABS3

Environment:

• Practice Master/TABS3 Desktop App
• Practice Master/TABS3

Additional Information:

• Important: TABS3 does not have export function. The data can only be exported through the Practice Master interface. 
• All users must be logged out of Practice Master before beginning the export
• Tabs3 and PracticeMaster may need to be synchronized if data is not all exported

Procedure:

1. Select the Maintenance tab
2. Click File Maintenance
3. Select the desired Export Files:
   

   Data Type	Location of File in File Maintenance	File Name
   Matters	Client	CMCLIENT
   Contacts	Lookup Files > Contact	CMRELATE
   Notes & Communications	Common Client Related Files > Journal	CMJRNL
   Tasks & Calendar	Calendar	CMCAL
   Expenses	Common Client Related Files > Cost	CMCOST
   Fees	Common Client Related Files > Fee	CMFEES

4. Click OK
5. Select Utility
6. Click Export Data
7. Rename the file and add .csv to convert it into a spreadsheet format
8. Click "Ok"

• Timekeeper List (with ID numbers)
  
  • In TABS3, to export the Timekeepers List: Reports | Miscellaneous | Timekeepers List and export file to XLSX format
• Category List (with ID numbers)
  • For Practice Areas
  • In TABS3, to export the Categories List: Reports | Miscellaneous | Category List and export file to XLSX format
• Task Code List
  • Tcode column in CMFEE and CMCOST will migrate to Activity categories for the Time and Expense in Clio
  • In TABS3, in the Search bar - look up "Transaction Code List" and export file to XLSX format

Related Content:

What Data Can I Export From TABS3/Practice Master?