To save time and effort, you can import your Work in Progress (WIP) directly into your system. Pre-Migration Checklist Prior to starting any financial migration, do the following: Review/Add your Timekeepers (Setup > Timekeepers) Review/Add your Matter Owner’s (Setup > Matter Owners) Review/Add your Bank Accounts (Accounting > Banks) Complete global accounting selections (Setup > …

To save time and effort, you can import your matters directly into your system. Complete the Data Import Spreadsheet To import your matters: Download the Matters Data Import Spreadsheet to your preferred location. For a smooth import process, do not change the file name or format. Open the spreadsheet. At the bottom of the spreadsheet, click Data Entry …

To save time and effort, you can import your contacts directly into your system. Complete the Data Import Spreadsheet To import your contacts: Download the Contact Data Import Spreadsheet to your preferred location. For a smooth import process, do not change the file name or format. Open the spreadsheet. At the bottom of the spreadsheet, click Data Entry …