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How to Export Data from Sage Timeslips 2017-2020

Objective:

  • Extract data from Sage Timeslips 2017 
  • Move files from Sage Timeslips 2017
  • Timeslips 2018
  • Timeslips 2019
  • Timeslips 2020
  • Data export from Timeslips

Environment:

  • Sage Timeslips 2017-2020

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:

For Contacts and Matters:

1. Click on Reports

2. Click Client

3. Click Client Info Listing

4. Double click on Client Info Listing

5. Choose Inactive and Closed (if applicable)

4. Choose to print as Excel File

5. Create/Print file (It won't actually print the file)

6. Open and Save

-Repeat steps for other desired Exports

NOTE: The above steps may not include addresses or phone numbers. If that is the case, follow the instructions for Timeslips 2007: How to Export Data from Timeslips 2007

NOTE: Client Info Listing is found under billing in 2020.

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