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How to Export From Timeslips

 

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Objective:

  • Get my data out of Timeslips
  • Migrate from Timeslips
  • Export from Timeslips
  • Get data from Timeslips to Clio

Environment:

  • Timeslips

Additional Information:

Please note: 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

Steps and user interface for exporting data for different versions of Timeslips is similar with slight variations. The below steps should result in successful exports. 

2011:

  • If it's the first time you've ever run the export function, you may get a Create an Export Template window that has an option to Open Report Entry.
  • You can also get a Client Listing in .csv by running a Client Info Listing Report from the main Reports tab

2012-2016:

  • There will be 2 contact listings with this export- this is expected behavior. It's due to the 2012 version providing bad mailing address information.
  • Exporting contacts with both templates gives a better chance of more contact information.
  • A unique problem with Timeslips exports is sometimes the exports will omit contacts. It may have to do with the way Timeslips database recognizes the contact, and if it was added after a certain date, it won't be included in the export as it's not recognized by the database. Please contact your Timeslips Support to ask them for a full contact listing if this occurs.
  • if it's the first time you've ever run the export function, you may get a Create an Export Template window that has an option to Open Report Entry.
  • You can also get a Client Listing in .csv by running a Client Info Listing Report from the main Reports tab

2017-2020:

  • Client Info Listing is found under billing in 2020
  • It can also be found under 'All Reports < Account Info Listing"

Procedure:

Contacts (Matters Derived from same report):

  1. Open Timeslips
  2. Click Reports -> Client
  3. Right click anywhere in the Name list and select Import from File
  4. Find the contacts_matters_timeslips_clio.rdf file you downloaded and click Open
  5. Double click on Client Classification
  6. Choose Inactive and Closed (if applicable)
  7. Click OK
  8. Change Output from Display (the left of the Print button) to .csv file format.
  9. Click Print.
  10. Click the ... button to save the file to Desktop.
  11. Select the Date Format "MM/DD/YY"
  12. Select the Time Format "AM/PM"
  13. Select the Duration Format "H:MM:SS"
  14. Select the Boolean format "0/1"
  15. Check the box that indicates Export Column Headers.
  16. Click Save.

Note: If the report template does not work you can use the pre-built report by substituting steps 3 & 4 with the steps below

  1. Select Client Listing from the list of the reports.
  2. Double click on Client Info Listing 

Slips (Time and Expense entries):

  1. Click Reports -> Slips
  2. Right click anywhere in the Name list and select Import from File
  3. Find the activities_timeslips_clio.rdf file you downloaded and click Open
  4. Double click on Slip Classification
  5. Click edit and choose Inactive and Closed (if applicable)
  6. Change Output from Display (the left of the Print button) to .csv file format
  7. Click Print
  8. Click the ... button to save the file to Desktop
  9. Select the Date Format "MM/DD/YY"
  10. Select the Time Format "AM/PM"
  11. Select the Duration Format "H:MM:SS"
  12. Select the Boolean format "0/1"
  13. Check the box that indicates "Export Column Headers"
  14. Click Save

Note: If the report template does not work you can use the pre-built report by substituting steps 2 & 3 with the step below

  1. Select Slip Listing from the list of the reports
  2. Double click on Slip Info Listing

Outstanding Balances:

  1. Click Reports. -> Billing
  2. Right click anywhere in the Name list and select Import from File
  3. Find the outstanding_balances_timeslips_clio.rdf file you downloaded and click Open
  4. Change Output from Display (the left of the Print button) to .csv file format.
  5. Click Print.
  6. Click the ... button to save the file to Desktop.
  7. Select the Date Format "MM/DD/YY"
  8. Select the Time Format "AM/PM"
  9. Select the Duration Format "H:MM:SS"
  10. Select the Boolean format "0/1"
  11. Check the box that indicates "Export Column Headers."
  12. Click Save.

Note: If the report template does not work you can use the pre-built report by substituting steps 2 & 3 with the step below

  1. Select Aged A/R Balances by Date

Sub matters:

  1. Click Reports -> Client
  2. Right click anywhere in the Name list and select Import from File
  3. Find the submatters_timeslips_clio.rdf file you downloaded and click Open
  4. Change Output from Display (the left of the Print button) to .csv file format.
  5. Click Print.
  6. Click the ... button to save the file to Desktop.
  7. Select the Date Format "MM/DD/YY"
  8. Select the Time Format "AM/PM"
  9. Select the Duration Format "H:MM:SS"
  10. Select the Boolean format "0/1"
  11. Check the box that indicates "Export Column Headers."
  12. Click Save.

Note: If the report template does not work you can use the pre-built report by substituting steps 2 & 3 with the step below

  1. Select Reference Listing from the list of the reports

 

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