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 export will include contacts, calendar data, time records, and basic matter information in a CSV Excel Format.

To export your Accounting information:

• Go to the Accounting Section
  
  
• Click on the tab you would like to export data from
  
  
• Click on the Print to PDF or XLS button on the color bars
  
  

           You can export the reports by clicking on the report itself.

To export your Documents

•  Go to the Documents section of a matter > click the Bulk Download icon on the toolbar > select to download the entire matter or the current subfolder

Please note that you will have to export documents within each matter individually.

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