Data Import: Overview

Several data points can be imported into your Bill4Time account (depending on which subscription plan you're on). You will need to review your data and ensure it is provided in the proper format (.xls, .xlsx, etc.) with all required fields/columns provided.

Please continue reading for more information! For Detailed instructions on the import process, please click here.

Type of Imports

Basic Import: Is included with a Bill4Time Legal Pro subscription, and we can do a one-time import for:

• Clients
• Projects (Matters)

Advanced Import: Is included with the Bill4Time Enterprise Add-on (or would like to add this upgrade to your plan), the following can be imported:

• Clients
• Projects (Matters)
• Contacts
• Time/Expense Entries
• Starting Balances

An "Advanced Data Import", requires three months with the Enterprise Add-On.

Please note:

• Bill4Time is unable to import your actual invoices or payment history from your previous billing software.
• If your time entries are uploaded as "Billing Complete" status, they act as a placeholder in the system - simply recorded for your reference.
• If they are uploaded as "Ready for Billing" you would be able to pull them into invoices and essentially recreate your invoicing from previous systems in your Bill4Time account.

Minimum Requirements/Limitations

• All data in the required columns (highlighted in blue) must be filled in.
• Clients, Projects (Matters), and Contacts spreadsheets must contain a minimum of 50 rows.
• Time and Expense entries spreadsheets must contain a minimum of 100 rows.
• Make sure your Clients' address information is separated into their own columns.
  • Example: Address 1, 2, 3, City, State, Zip, all to be separated into their own columns.
  • Please see the Client and Project example import files.*

Initiating an Import

To initiate an import with B4T please review the import examples and complete the intake form. Once you have completed this form, please email it to support@bill4time.com, and one of our import specialists will reach out to you. In the interest of your data security and ensuring the files are formatted for a successful import please refrain from sending your files until our an import specialist contacts you. 

Please note: Imports will be processed in 10 -14 business days once the data is received in complete status. Complexity can lengthen this time line. Please feel free to reach out to support@bill4time.com with any questions.