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TimeSolv Billing Code Import

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

 
TimeSolv Billing Code Export

  1. Open TimeSolv.

  2. Hover over the Account tab at the top of the screen and click Import/Export from the menu.

  3. Select the Export Excel subtab.

  4. Select Matter from the dropdown menu.

  5. Click Export.

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

    • Make sure the fields from TimeSolv match to the corresponding field in Billables:

      • Client Name (TimeSolv): Client (Billables)

      • Project Name (TimeSolv): Matter(Billables)

      • Project ID (TimeSolv): Matter Code (Billables)

    • 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.