How Do I Export My Data From Time Matters?

Contacts:

Matters:

1. Open Time Matters
2. Click File
3. Click Export
4. Click Custom Export
5. Select the third option Create a new Export Template
6. Click Next
7. On the page Select Export File Format:
• Select ASCII - Comma Delimited (.TXT or .CSV)
• Check 
  Include field names labels as 

  first

   record in Export
• Click “...”
8. On the page Specify Time Matter Record Type with the Export the following Record Type 

   drop down

    menu choose Cases
9. On the page Select Pre-Merge Record
• Select None
• Click Next
10. On the page Export Custom Forms
• Select None
• Click Next
11. On the page Select Matter Export Fields
• Click Add All
• Click Next
• When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
12. On the page Launch Application After Export:
• Select No, do not launch an application
• Click Next
13. On the page Ready to Begin Export:
• Select Yes. Save this Export Template
• Click Finish
14. When the export is complete, click OK
    

Events:

1. Open Time Matters
2. Click File
3. Click Export
4. Click Custom Export
5. Select the third option Create a new Export Template
6. Click Next
7. On the page Select Export File Format:
• Select ASCII - Comma Delimited (.TXT or .CSV)
• Check 
  Include field names labels as 

  first

   record in Export
• Click “...”
8. On the page Specify Time Matter Record Type with the Export the following Record Type 

   drop down

    menu choose Events
9. On the page Select Pre-Merge Record
• Select None
• Click Next
10. On the page Export Custom Forms
• Select None
• Click Next
11. On the page Select Events Export Fields
• Click Add All
• Click Next
• When it asks about Archived Status, make sure to get Both non-archived data and archived data (unless preferences are otherwise)
12. On the page Launch Application After Export:
• Select No, do not launch an application
• Click Next
13. On the page Ready to Begin Export:
• Select Yes. Save this Export Template
• Click Finish
14. When the export is complete, click OK