MyCase supports import functionality to help you move between practice management systems without interruption to your business. It's easy to use our simple spreadsheets to add the time entries and expenses you need to begin running your business on MyCase immediately.
Importing Time Entries
You may now import time entries directly within your MyCase account! To do so, mouse over the Billing tab at the top of your MyCase account. Then, select Time Entries from the drop down menu. On the upper right hand side of the resulting page, click on the down arrow next to Add Time Entry and select Import Time Entry.
On the resulting Import Time Entry window, click to download the CSV template.
Open the CSV Template in Microsoft Excel or Google Sheets, and add your data to the relevant columns.
Note: Do not edit the column headers on the template.
Once your data has been entered, save the file as .csv (comma separated values). Upload the file to MyCase by navigating to the window pictured above, and either drag the file into the window or click to browse. Once the .csv file is uploaded to the window, select Submit in the bottom right hand corner to upload your time entries.
Note: On the right hand side of the Time Entries page, you can select All Entries to see entries that are not assigned to you.
Importing Expenses
You can now import expenses directly within you MyCase account as well! To do this, mouse over the Billing tab at the top of your MyCase account and select Expenses from the drop down menu. Then, look to the upper right hand corner of the Expenses page and click the down arrow next to Add Expense. Select Import Expense from the drop down menu here.
On the Import Expense window, click to download the CSV template.
Next, open the CSV template in Microsoft Excel or Google Sheets, and add your data to the relevant columns.
Note: Do not edit the column headers on the template.
Once your data has been entered, save the file as .csv (comma separated values). Upload the file to MyCase by navigating to the window pictured above, and either drag the file into the window or click to browse. Once the .csv file is uploaded to the window, select Submit in the bottom right hand corner to upload your expenses.
Note: On the right hand side of the Expenses page, you can select "All Expenses" to see expenses that are not assigned to you.