How Do I Export My Data Out of Zola Suite?
To export your Contacts, Calendar data, Time Records, and basic Matter information
This export will include contacts, calendar data, time records, and basic matter information in a CSV Excel Format.
To export your Accounting information:
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.
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 ...
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 calendar from Google?
You can only export calendars listed under "My calendars" on the left side of Google Calendar. To export a calendar, you also need to have the "Make changes and manage sharing" setting. Export events from all calendars On your computer, open Google ...
How Do I Export My Data From Practice Panther?
Contacts: Click Clients on the left sidebar, or (depending on your version) Contacts at the top of your screen Filter your information provided as needed Choose columns for export Click Export on the bottom right Matters: Click Matters (Cases) on the ...
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 ...
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