Migrate data from Cosmolex

WHAT DATA CAN BE IMPORTED INTO BILL4TIME?

We recommend backing up every data point from your previous service (for archival purposes), but these are the data points Bill4Time can import:

• Clients
• Matters
• Contacts
• Time Entries
• Expense Entries
• Starting Balances

Please note: Clients and Matters are covered by the Basic Data Import (which is included on the Legal Pro subscription plan). If you wish to import Contacts, Time/Expense Entries, or Starting Balances - you will need to enable the Enterprise Account Add-on to unlock Advanced Imports. Please click here for more information about this subscription feature.

ARE THERE ANY MINIMUM REQUIREMENTS OR LIMITATIONS FOR IMPORTS?

In order for our developers to complete an import for you:

• All data in the required columns (highlighted in red) 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 attached Client and Project example import files.*
• Please Note: Bill4Time is unable to import physical invoices or documents. You will need to backup those files manually and keep them on hand for your records.

HOW DO I EXPORT MY DATA FROM COSMOLEX?

Contacts

1. Click on Contacts
2. Click Address Book
3. Click Export 
4. The Export Grid will open
5. Select Custom Export and select all pages (if left blank will only export the first page of the listing)
6. Change Export Format to CSV
7. Click Export

Matters

Follow the same steps as above(Contacts), then click on Matters instead of Address Book(step 2). 

1. Click Reports
2. Choose Matter Activities > Client List
3. Choose Print As: Excel
4. Click Download

Time Entries

1. Click Activities > Time/Expense
2. Click Export  above the list of Time Entries
3. The Export Grid will open
4. Select Custom Export and pick the page range
5. Change Export Format to Excel 
6. Click Export

Accounts Receivable

1. Click Reports > Accounting (Matters) > Accounts Receivable
2. Select All Dates unless otherwise requested/needed
3. Once filters are set - to preview the report click the View button
4. In the Print As field select Excel
5. Click Download

ONCE MY DATA IS READY, HOW DO I INITIATE THE IMPORT PROCESS?

Once you've prepared all of this information, please send an e-mail to our Technical Support Team (Support@Bill4Time.com). In this email, you will need to provide your:

• • Company ID
  • Completed Import Spreadsheets
  • Completed Import Intake Form

After your data is received in the correct format and successfully verified by our team, we will send you the timeline for completion. It is most helpful to include all files you wish to be imported so that this transfer of data can be completed without delays.