![]() ![]() Then, you will have the option to export: Select the Import/Export section in the menu on the left. Open Settings by clicking on your name in the upper right hand corner. You will need to backup those files manually and keep them on hand for your records. Please Note: Bill4Time is unable to import physical invoices or documents.Please see the attached Client and Project example import files.*.Example: Address 1, 2, 3, City, State, Zip, all to be separated into their own columns.Make sure your Clients' address information is separated into their own columns.Time and Expense entries spreadsheets must contain a minimum of 100 rows.Clients, Projects (Matters), and Contacts spreadsheets must contain a minimum of 50 rows.All data in the required columns (highlighted in red) must be filled in. ![]() In order for our developers to complete an import for you: Please click here for more information about this subscription feature.ĪRE THERE ANY MINIMUM REQUIREMENTS OR LIMITATIONS FOR IMPORTS? 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 note: Clients and Matters are covered by the Basic Data Import (which is included on the Legal Pro subscription plan). We recommend backing up every data point from your previous service (for your own archival purposes), but please note that Bill4Time only accepts the following data points for import: WHAT DATA CAN BE IMPORTED INTO BILL4TIME? ![]()
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