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Data Import: Formatting MyCase Exports

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Suzie K.
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Client Fields:  

Export both the People and Business CSV from MyCase, and combine these on the Bill4Time Client Import sheet. 

 

MyCase Bill4Time
People Business  
N/A  N/A  Custom Client ID
MyCase ID MyCase ID ClientId (MyCase ID)
First Name Company Client Name (First and Last or Last, First) *
N/A  N/A billingName
Middle Name N/A N/A
Last Name N/A N/A
Company N/A N/A
Job Title N/A N/A
N/A N/A Type
N/A N/A Account Manager
N/A N/A Account Manager ID
N/A N/A Currency Code
N/A N/A Currency Symbol
N/A N/A Invoice Attention
N/A N/A Status (Active,Disabled)
N/A N/A Creation Date
Home Street Business Street Address 1
Home Street 2 Business Street 2 Address 2
    Address 3
Home City Business City City
Home State Business State State
Home Postal Code Business Postal Code Zip
Home Country/Region Business Country/Region Country
Home Fax Business Fax Fax
Work Phone Company Main Phone N/A
Home Phone   Phone
Mobile Phone   Mobile
Contact Group Contacts N/A
E-mail Address E-mail Address Email
Web Page Web Page  
Outstanding Trust Balance Outstanding Trust Balance  
Login Enabled Archived  
Archived Private Notes  
Birthday N/A N/A
Private Notes N/A N/A
License Number N/A N/A
License State N/A N/A
Welcome Message N/A N/A
:Notes :Notes  
Cases Cases  
Case Link IDs Case Link IDs  
Created Date Created Date  
Created By Created By  
Created By Created By  

 

Matter Fields:

MyCase Export Bill4Time Import
N/A projectId (internal id)
Number Custom Project Id (custom id)
N/A client (internal ID)
N/A ClientId (MyCase ID)
N/A Client Name
MyCase ID Project ID (From previous Software)
Case/Matter Name Project Name (Matter/Case)
Practice Area Matter Type
Case Description Description
Lead Attorney Assigned To
N/A Assigned To ID
Case Closed Status (Open,Closed)
Closed Date N/A
Originating Attorney N/A
Office Location (must be enabled)
SOL Date N/A
Outstanding Balance N/A
Created By N/A
Contacts N/A
Billing Type Billing Method
  percentRate
Flat fee flatFeeRate
Billing Contact Client **
Case Stage N/A
Case Balance N/A
Conflict Check? N/A
Conflict Check Notes N/A

*Client Name Format (First and Last or Last, First): The data will be imported into Bill4Time exactly as it appears on the import sheet. Ensure the names are formatted correctly on the import sheet to match your preferred display in the system.

  • If the sheet lists the name as "First Name Last Name", it will display as "First Name Last Name" in Bill4Time.
  • Similarly, if the sheet lists the name as "Last Name, First Name", it will display as "Last Name, First Name" in Bill4Time.

 

** Matters Billing Contact: In most MyCase accounts, the Billing Contact column in the export typically corresponds to the Client. This may vary depending on your account setup.

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