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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 Premium
• Timeslips Perpetual

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.

• You will need to follow the links below and then download these ".rdf" files to your desktop as they provide the necessary Export Templates:
  • Timeslips Premium
    • Updated January 15, 2021: (Download these)
      Contacts_Matters_Timeslips_Premium_Clio
      Activities_Timeslips_Premium_Clio
      Outstanding_Balances_Timeslips_Premium_Clio
  • Timeslips Perpetual
    • Updated September 16, 2020: (Download these)
      contacts_matters_timeslips_clio 
      submatters_timeslips_clio
      activities_timeslips_clio 
      outstanding_balances_timeslips_clio
    • Original Templates: (Use only if new updated Templates do not work)
      Clio Time (Slips) or Expense Export
      Clio Contacts Export

2005 or earlier:

• At this time, we do not have the capability to export from 2005 versions or older
• Why Can't I Migrate Data from Timeslips 2005 or Older?
• What Data Can I Migrate from Timeslips 2005 to Clio?

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"

For information on how to next fill out the Activities Import Template, click HERE.

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" (or "MM/DD/YYYY" if available)
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. Click on Filter Groups dropdown -> Slip
7. Click on Slip Billed and the ">" button to add to the field name list, choose No
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" (or "MM/DD/YYYY" if available)
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 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. Double click on Client 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" (or "MM/DD/YYYY" if available)
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 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. Double click on Client 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" (or "MM/DD/YYYY" if available)
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 Reference Listing from the list of the reports

What Can Be Migrated From Timeslips (Sage) to Clio?