How Do I Export My Data Out of Zola Suite?

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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