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How to Export Data from Time Matters Database

 

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Objective:

  • To download data from Time Matters which can be uploaded to Clio
  • To prepare for my migration
  • How can I export data
  • Migrate from Time Matters to Clio
  • Get information out of Time Matters

Environment:

  • Time Matters
  • Migrations

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.

Procedure:

1. Open Time Matters.
2. Click File.
3. Click Backup Time Matters Data.
4. Verify the Shared Files Backup location is correct.
5. Click the ellipsis button to browse to and change to location the shared files will be saved to if desired.
6. Check the box next to Skip files in the Documents and Document Index Directories 
7. Check the box next to Skip backing up of email attachments 
8. Check the box next to Remember this destination for future backups to have Time Matters remember the location selected in Shared Files Backup if using a non default location.
9. Click OK

Performing a backup in Time Matters version 13 or higher

1. Open Time Matters
2. Click File
3. Click Backup Time Matters Data
4. Verify the Shared Files Backup location is correct.
5. Click the ellipsis button to browse to and change to location the shared files will be saved to if desired.

Note: Only documents and email attachments are backed up to this location. The SQL database is backed up to the default backup location for Microsoft SQL Server.

6. Check the box next to Skip files in the Documents and Document Index Directories
7. Check the box next to Skip backing up of Email Attachments
8. Check the box next to Remember this destination for future backups to have Time Matters remember the location selected in Shared Files Backup if using a non default location.
9. Click the radio at the bottom labeled Backup Now
10. Click OK to start the backup process.

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 [program] to Clio

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