How Do I Export My Data From Practice Panther?
- Click Matters (Cases) on the left sidebar, or from the top of your screen
- Filter information provided as needed
- Choose columns for export
- Click Export on the bottom right
Once your data has been exported, you can submit the data using this form
How Do I Export My Data From Time Matters?
Contacts: Open Time Matters Click File Click Export Click Custom Export Select the third option Create a new Export Template Click Next On the page Select Export File Format: Select ASCII - Comma Delimited (.TXT or .CSV) Check Include field names ...
How Do I Export My Data Out of Zola Suite?
We have made it easy for you to export your core and Accounting data. To export your Contacts, Calendar data, Time Records, and basic Matter information Go to your Firm Settings Go to 'Your Zola Suite Account' > Export > click 'Download Data' This ...
FAQ : Onboarding and Data Migration
Frequently Asked Onboarding and Data Migration Questions Onboarding Questions Where do I send questions about the onboarding and data migration process? You can send an email to: Onboarding@getcaret.com. What is the onboarding process like? Our ...
Does Zola Suite Offer Data Migrations?
If you'd like to have your data imported into Zola Suite you can fill out our Data Migration Request Form or navigate to the Calendar section. Click on "Import" to top of the page and click on "Import Request". You will first need to export your ...
How Do I Export My Data From Clio?
If you are a current Clio user, you can export most of your core data by visiting this link: https://app.goclio.com/export On this page, you have the ability to download .csv (Excel compatible spreadsheets) of your information. Just click on the ...
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