Fill out the attached Import Intake Request form.Prepare your data using the example import spreadsheets below.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: If they are uploaded as "Ready for Billing" you would be able to pull them into invoices and essentially recreate your invoicing from previous systems in your Bill4Time account.ĪRE THERE ANY MINIMUM REQUIREMENTS OR LIMITATIONS FOR IMPORTS?.If your time entries are uploaded as "Billing Complete" status, they act as a placeholder in the system - simply recorded for your reference.Bill4Time is unable to import your actual invoices or payment history from your previous billing software.
BILL4TIME GRADE.US UPGRADE
If you do upgrade to Enterprise in order to receive the "Advanced Data Import", you must remain on this plan for three months before having Enterprise removed. If you have the Bill4Time Enterprise Add-on (or would like to add this upgrade to your plan), we can import your: If you are on Bill4Time Legal Pro subscription, we can do a one-time import for your: WHAT TYPE OF DATA CAN BE IMPORTED INTO BILL4TIME? Please continue reading for more information! xlsx, etc.) with all required fields/columns provided. You will need to review your data and ensure it is provided in the proper format (.xls. Several data points can be imported into your Bill4Time account (depending on which subscription plan you're on).
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