Export Matters from CARET

Exporting Matters from CARET to Billables

1. Export your matter list from CARET

Preparing for Billables AI Import

1. Once you have the CARET data, re-format the data using the Billables AI bulk upload template found on the Billing Codes page.

   

2. Make sure the fields from CARET match the corresponding field in Billables:

   • Primary Client (CARET): Client (Billables)

   • Matter Name (CARET): Matter (Billables)

   • Matter No (CARET): Matter Code (Billables)

    

3. Click on Click to Upload File then select the file you just saved and click Upload.

   

4. You should see your Billing Codes populate soon after!

Pro Tip: You can Favorite your most commonly used Clients and Matters to get better accuracy for your automated time entries.