You can now easily import a spreadsheet with time entries and soft cost expenses through your Zola Suite account without the assistance of Zola’s migration team. Contact us for copies of these import templates.
Once you have filled out your Time or Soft Cost Expenses within the template, use the Import option available in the Time and Expenses section. This can be done directly within the Matter, or from the general Time page.
Templates require the data filled in to exactly match the data you have in your Zola Suite Account, including the Full Matter No., Timekeeper Names, and Work Types.
Template Examples:
Time
If time is NC or NCDS, put a T to indicate True, or F to indicate False
Soft Cost Expenses
If the Soft Cost Expense is Billable, enter T to indicate True. If it is not billable, enter F to indicate False.
If any of the data is not accepted, Zola Suite will provide you with the records that failed to upload. There is an option to download only the failed records and update them.
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