What can be imported into MyCase
The Data Migration Process in Three Steps
Exporting Data from LawPay
What can be imported into MyCase?
The importing tools allow the following to be imported:
Cases
Contacts
Companies
Un-billed Time Entries & Expenses
The Data Migration Process in Three Steps
Export Data from LawPay
Import Data into MyCase
Exporting Data from LawPay
Navigate to Settings
Click Import/Export
Select the Full Data Backup tile and click the Request Backup tab.
Backups are exported as .zip files.
You can Include archived items or Send an email when the backup is finished. Select either item, both or none.
Select the Export Full Backup button to create the backup.
Clicking the Export Full Backup button starts a background task (as seen in the screenshot below)
Once the task has a green “Done!” status click “Check Status”
Find the full backup by selecting the View History tab next to Export Options
Click the cloud icon in the far right column to download the backup to your computer. It will be a .zip file
Find the .zip file on your computer in Finder or File Explorer in the Downloads folder.
Double-click the file to unzip it.
This creates a new folder with all your exported data in .csv format
Locate the time_entries, people, expenses, companies, and cases files, as these will be the ones you are able to import
13. Open up the cases.csv and change the “ID” column to “Link ID” and delete the existing “Link ID”.
Important: This step is required if you want your contacts to link to the cases automatically in MyCase .
Before Edits:
After Edits:
14. Save the cases.csv file
Migrating Data into MyCase
Gather the CSV files you exported from LawPay.
Login to MyCase.
Integrate MyCase and LawPay. See this article for how to integrate.
Navigate to Settings.
Click Import/Export.
Select the Cases sub-tab.
Click the Import Cases button.
Upload the cases.csv from the LawPay full backup folder.
Important: Make sure you updated the column names in step 13 of the Exporting Data From LawPay section.
WAIT until the case import has finished before moving on to the next step
Contacts.
Import your Contacts. These are your people and company .csv files.
Select the Contacts sub-tab.
Click Import contacts.
Select CSV.
Upload the file.
Time Entries
Before importing Time entries & expenses, ensure you have added all users that track time or record expenses as users in MyCase.
Important: Only unbilled/uninvoiced time entries & expenses can be imported.
Open the time_entries.csv from LawPay.
Delete all of the rows that have an invoice number. These cannot be imported.
Change the “Flat Rate” column name to “Rate Type”.
In the new Rate type column, change TRUE to “Flat Fee” and FALSE to “Hourly”.
If the Time column is empty put a 0.
Save the file.
Go to the Billing tab → Time Entries sub-tab.
Click the import time entries button.
Upload your file and click Submit.
Expenses
Go to the Billing tab → Expenses sub-tab.
Click the Import Expenses button.
Upload the expenses.csv file and click Submit.