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How to Export Data from Firm Central
How to Export Data from Firm Central
Ben Q avatar
Written by Ben Q
Updated over a week ago

The objective of this article is to export your data from Firm Central to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in the formatting and organizing of your data.

Note: To export information, go to either your client, contact or matter list and click on the export button in the top right corner. This will open an Excel file that can then be manipulated.

Matters (Cases):

  1. Click Matters

  2. Click Export Matters (unlabelled button)

Contacts (Clients):

  1. Click Contacts

  2. Click Export Contacts (unlabelled button)

Unbilled Time Entries:

  1. Click Reports

  2. Click Time by User

  3. Select all users

  4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

  5. Select CSV from the dropdown on the far right side of the page

  6. Click Export

Unbilled Expense Entries:

  1. Click Reports

  2. Click Expense by Matter

  3. Select all matters

  4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

  5. Select CSV from the dropdown on the far right side of the page

  6. Click Export

Accounts Receivable (Outstanding Balances):

  1. Click Reports

  2. Click Accounts Receivable

  3. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

  4. Select CSV from the dropdown on the far right side of the page

  5. Click Export

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