Can I transfer my data from my other time billing system into Bill4Time?
posted this on April 26, 2011 06:12 PM
Yes, if you are on the Bill4Time Enterprise package we can import your Clients, Projects, Contacts, and Entries into the program as long as your data can be in a CSV or Excel format with all fields in their respective columns
If you are on Bill4Time Pro we can do a one time import for your Client and Project list.
Email the Technical Support Team (support@Bill4Time.com) with your firm ID, request to import it into your account, and the file attached. It usually takes up to 3 business days to complete the import depending upon the amount of information.
To use the software immediately, it is recommended that you put in the clients and projects that you are currently working with. You do not need to fill out all the fields of the detail pages to set up the client/project, and start tracking. Once the import is complete, the additional information (address, phone, etc) will be there.
*Please note that the data must contain at least 50 columns of clients, projects, contacts, or entries for us to import into the system. The only other requirement is to make sure the client address information is all separated into their own columns. Example: Address 1, 2, 3, City, State, Zip, all to be separated into their own columns. Please see attached Client and Project import files.*