Migrate data from Timesolv

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

📤 How to Export Data from TimeSolv

📁 Step 1: Export Clients

1. Navigate to Clients > Clients & Matters.

2. Use the filters if needed.

3. Click the Export button (top right corner).

4. Choose CSV or Excel format.

The export will include client-level details such as:

• Client Name

• Contact Info

• Billing Address

• Responsible Professional

• Custom Fields (if applicable)

📁 Step 2: Export Matters (called "Projects" in TimeSolv)

1. From Clients > Clients & Matters, find the Projects section.

2. Use filters as needed to narrow down the data.

3. Click Export.

4. Save as Excel or CSV.

The export typically includes:

• Project Name

• Client Association

• Billing Settings

• Project Status

• Custom Fields

⏱ Step 3: Export Time & Expense Entries

1. Go to Time > Time Entries or Expense > Expense Entries.

2. Use the date range and client/project filters.

3. Click Export.

4. Download as Excel or CSV.

Columns may include:

• Date

• Timekeeper

• Client / Project

• Hours / Amount

• Description

• Billable status

🧾 Step 4: Export Invoices or Payments (Optional)

1. Go to Invoices > View Invoices.

2. Filter by date or client.

3. Use the Export button.

4. Choose summary or detailed format as needed.

✅ Pro Tips:

• Keep Client + Project IDs intact for accurate mapping.

• Use consistent formatting—especially for dates, currency, and emails.

• TimeSolv exports often have different formats depending on your plan. You can contact their support for a full database export if needed.