Exporting your data from Time Matters

How Do I Export My Data From Time Matters?

Contacts:

  1. Open Time Matters
  2. Click File
  3. Click Export
  4. Click Custom Export
  5. Select the third option Create a new Export Template
  6. Click Next
  7. On the page Select Export File Format:
    • Select ASCII - Comma Delimited (.TXT or .CSV)
    • Check 
      Include field names labels as 
      first
       record in Export
    • Click “...”
  8. On the page Specify Time Matter Record Type with the Export the following Record Type 
    drop down
     menu choose Contacts
  9. On the page Select Pre-Merge Record
    • Select None
    • Click Next
  10. On the page Export Custom Forms
    • Select None
    • Click Next
  11. On the page Select Contact Export Fields
    • Click Add All >>
    • Click Next
    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
  12. On the page Launch Application After Export:
    • Select No, do not launch an application
    • Click Next
  13. On the page Ready to Begin Export:
    • Select Yes. Save this Export Template
    • Click Finish
  14. When the export is complete, click OK

Matters:

  1. Open Time Matters
  2. Click File
  3. Click Export
  4. Click Custom Export
  5. Select the third option Create a new Export Template
  6. Click Next
  7. On the page Select Export File Format:
    • Select ASCII - Comma Delimited (.TXT or .CSV)
    • Check 
      Include field names labels as 
      first
       record in Export
    • Click “...”
  8. On the page Specify Time Matter Record Type with the Export the following Record Type 
    drop down
     menu choose Cases
  9. On the page Select Pre-Merge Record
    • Select None
    • Click Next
  10. On the page Export Custom Forms
    • Select None
    • Click Next
  11. On the page Select Matter Export Fields
    • Click Add All >>
    • Click Next
    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
  12. On the page Launch Application After Export:
    • Select No, do not launch an application
    • Click Next
  13. On the page Ready to Begin Export:
    • Select Yes. Save this Export Template
    • Click Finish
  14. When the export is complete, click OK

Events:

  1. Open Time Matters
  2. Click File
  3. Click Export
  4. Click Custom Export
  5. Select the third option Create a new Export Template
  6. Click Next
  7. On the page Select Export File Format:
    • Select ASCII - Comma Delimited (.TXT or .CSV)
    • Check 
      Include field names labels as 
      first
       record in Export
    • Click “...”
  8. On the page Specify Time Matter Record Type with the Export the following Record Type 
    drop down
     menu choose Events
  9. On the page Select Pre-Merge Record
    • Select None
    • Click Next
  10. On the page Export Custom Forms
    • Select None
    • Click Next
  11. On the page Select Events Export Fields
    • Click Add All >>
    • Click Next
    • When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
  12. On the page Launch Application After Export:
    • Select No, do not launch an application
    • Click Next
  13. On the page Ready to Begin Export:
    • Select Yes. Save this Export Template
    • Click Finish
  14. When the export is complete, click OK

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