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FileVine Billing Code Import

This article explains how to export your clients and matters from FileVine and import them into Billables AI.

Export your clients/matters from FileVine

  1. Go to Menu > My Reports > Build Reports. ​
  2. Select List of Contacts for all Contacts or List of Clients for Clients only.
  3. By default, the report builder will include columns you can customize. You can add additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. Click next at the bottom right of the page if you want to filter by specific criteria. Or click run report if you are finished.
  5. Review the report. If there are missing fields, go back to add the necessary columns
  6. Click the Excel icon at the bottom of the page to export the report. 
  7. Click your report's name to download it to your computer.

Import clients and matters into Billables AI

  1. Download the Bulk Upload CSV Template from Billables and populate with the data from FileVine
    1. Make sure the fields from Lawmatics match to the corresponding field in Billables:
    2. Note:
      1. Client is a required field
      2. Make sure not to change the column headers when updating the spreadsheet
  2. Bulk upload your Billing Codes to Billables. You should see them populate on the Billing Codes page shortly.