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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.

The following examples are using predefined reports. If there is information that is not being captured depending on your level of comfort you can use the report builder to add in any missing fields.

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

 

Export Time and Expense Entries:

1. Click on Reports

2. Click Slips

3. Click Slip Listing from the list of the reports

4. Slip Classification defaults to Open, you can change this if you want all information

5. Print to Display is selected by Default, change to .csv file format to export to Excel

6. Click the ... button to change where the file will be saved

7. Check the box that indicates "Export Column Headers."

8. Click Save.

 

 Export Outstanding Balances

1. Click on Reports

2. Click Billing

3. Click Aged A/R Balances by Date

 

6. Print to Display is selected by Default, change to .csv file format to export to Excel

7. Click the ... button to change where the file will be saved

8. Check the box that indicates "Export Column Headers."

9. Click Save.

 

 

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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