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Bill4Time Billing Code Import

This article explains how to export your clients and matters from Bill4Time and import them into Billables AI.

 

  1. In your Bill4Time account, click your name in the top right.

  2. Select Data Management from the dropdown menu.

  3. Click the Export tab, select the Client report from the dropdown menu, and set the date range. 

  4. Click Export Data on the top right.

  5. Go to the File Downloads subtab and click the Download icon. The export is in .csv format.

  6. Download the Bulk Upload CSV Template from Billables and populate with the data from Bill4Time.

    • Note:

      • Client is a required field

      • Make sure not to change the column headers when updating the spreadsheet

  7. Bulk upload your Billing Codes to Billables. You should see them populate on the Billing Codes page shortly.