How Do I Export My Data From Time Matters?
- 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 labels as
first
record in Export
- Click “...”
On the page Specify Time Matter Record Type with the Export the following Record Type
drop down
menu choose Contacts
- On the page Select Pre-Merge Record
- On the page Export Custom Forms
- 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)
- On the page Launch Application After Export:
- Select No, do not launch an application
- Click Next
- On the page Ready to Begin Export:
- Select Yes. Save this Export Template
- Click Finish
- When the export is complete, click OK
Matters:
- 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 labels as
first
record in Export
- Click “...”
On the page Specify Time Matter Record Type with the Export the following Record Type
drop down
menu choose Cases
- On the page Select Pre-Merge Record
- On the page Export Custom Forms
- 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)
- On the page Launch Application After Export:
- Select No, do not launch an application
- Click Next
- On the page Ready to Begin Export:
- Select Yes. Save this Export Template
- Click Finish
- When the export is complete, click OK
Events:
- 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 labels as
first
record in Export
- Click “...”
On the page Specify Time Matter Record Type with the Export the following Record Type
drop down
menu choose Events
- On the page Select Pre-Merge Record
- On the page Export Custom Forms
- 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)
- On the page Launch Application After Export:
- Select No, do not launch an application
- Click Next
- On the page Ready to Begin Export:
- Select Yes. Save this Export Template
- Click Finish
- When the export is complete, click OK
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