KCS - How to Export Data from TimeSolv

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Objective:

  • Get my data out of TimeSolv
  • Migrate from TimeSolv
  • Export from TimeSolv
  • TimeSolv migration
  • Get data from TimeSolv to Clio 

Environment:

  • TimeSolv

Additional Information:

Please note that the 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.

For contacts, the three sheets downloaded can be joined together in order to bring client notes into Clio alongside all other contact details.

Procedure:

To export your matters:

  1. Open TimeSolv
  2. Navigate to the Account tab at the top of the screen, hover over it and click Import/Export from the menu
  3. Select the “Export Excel” subtab
  4. Select “Matter” from the drop-down menu.
  5. Click Export
  6. Repeat the above steps to download the “Matter Notes” option from the drop-down menu as well.

To export your contacts:

  1. Open TimeSolv
  2. Navigate to the Account tab at the top of the screen, hover over it and click Import/Export from the menu
  3. Select the “Export Excel” subtab
  4. Select “Client” from the drop-down menu.
  5. Click Export
  6. Repeat the above steps to download the “Client Note” and “Client/Matter contact” options from the drop-down menu as well.

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from TimeSolv to Clio?

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