Step 1: Preparing for Export
Before exporting from Practice CS, please ensure the following:
- Practice CS is up to date. Find the latest version here: cs.thomsonreuters.com (may require IT help to install).
- All clients must have Entity Types assigned. You can either fix this in PracticeCS, or in the exported spreadsheet, or our importer can make its “Best Guess”
- The Primary Contact on a Business Client should be a person, NOT a business (if you want to import it initially)
Step 2: Import Custom Format -- You need to have Admin role to import
- Download our custom export format: Firm360 - WIP Export.cfx
- Click File > Import > Custom Formats
- Click the ellipsis (three dots) to browse to where the reports are saved.
- Pick the location, the reports, and click Import Selected.
Step 3: Run Reports
- Go to File > Print Reports
- Select Firm360 - WIP Export
- Select Layout tab
- Change the Group by and Detail by section to what's demonstrated below
Client - ID - Ascending
Staff - ID - Ascending
Engagement or Activity (depending on what your firm uses) - ID - Ascending
5. Click Print Selected and choose Output to file > Microsoft Excel.
Step 4: Clean Exported Data List
- Make sure every client has Entity Type and it must match what values are configured to what is in the Firm360 WIP template that was provided to you.
- Our template has the date column (unlike the export that you will get from Practice). For this column, it is recommended that you populate the dates with the month that you're transferring over. Example, if you're transferring during the month of October, you will write 10/01/YYYY for all the dates to populate that column.
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