A step-by-step guide for importing unbilled time entries (WIP) into Firm360 via the WIP import template.
Before You Begin
Ensure your team has started logging time directly in Firm360 and set a cutoff date to stop using your old system. This prevents duplicate time entries. Once your team is fully transitioned, export unbilled historical time from your previous software.
Required Fields
- Client Number (Column A): Must match an existing client in Firm360.
- User (Column B): Must match an active Firm360 user (name or email).
- Billable Category & Type (Columns C & D): Must match active, correctly paired categories and types. Check under Customizations → Billable Types.
- Date: The date the time was worked.
Optional Fields
- Project: Must exist and be active in Firm360; name must match exactly.
- Description: Notes about the work performed (optional).
Important Notes
- Amount: Calculated automatically based on the user’s billable rate × hours.
- Duplicate Detection: Entries with the same Client Number, Date, User, Billable Category, Billable Type, and Hours will be flagged; only one entry is imported.
Submitting Your Template
- Upload the completed template to your 1000 Office client portal.
- Email your Data Migration Specialist or support@myfirm360.com.
Quick Checklist
- Team stopped using the old system
- Team logging time in Firm360
- Client numbers match existing clients
- User names/emails match active users
- Billable categories and types are correctly paired
- Project names match exactly (if used)
- All date fields filled
- Template uploaded and email sent
If you're coming from PracticeCS, please follow this guide to export your WIP out of PracticeCS. Once done, come back to this article.
Import Template: