Migrate data from Cosmolex

Import Overview: This article covers the types of imports we offer and the data included in each.

To export your data from CosmoLex, you'll need to access your firm's data export options within the platform. Here’s a step-by-step guide to help you through the process:

📤 How to Export Data from CosmoLex

📁 Step 1: Navigate to the Data Export Section

• From the main dashboard, go to “Setup” or “Admin” (depending on your permissions).

• Choose “Export Data” under the Utilities or Firm Settings section.

🧾 Step 2: Choose the Data You Want to Export

CosmoLex allows you to export the following:

Common Data Types:

• Clients

• Matters

• Contacts

• Time & Expense Entries

• Invoices

• Payments

• Trust Transactions

• Chart of Accounts

• General Ledger

• Bank Transactions

🛠️ Step 3: Customize Export (if needed)

• Select date ranges, filters, or specific categories depending on the section you're exporting.

• Choose the format: CSV, Excel, or PDF (CSV is best for imports into other systems like Bill4Time).

💾 Step 4: Download Your Export

• Once you've configured your export, click “Export” or “Download.”

• Files will either download directly or be emailed to you (depending on your export settings).

✅ Best Practices:

• Export each module separately for clarity (e.g., one for Clients, one for Matters, etc.).

• Keep your original CosmoLex IDs (Client/Matter) if you’re importing into another system.

• Double-check that all dates and amounts are preserved correctly during export.

• For importing into Bill4Time, your Customer Success Manager can help map fields and format your data using Google Sheets.