MyCase

https://help.mycase.com/s/article/How-do-I-get-my-data-out-of-MyCase#:~:text=Open%20the%20Settings%20page%20by,in%20the%20top%20right%20corner.&text=When%20you%20export%20your%20Contacts,with%20programs%20like%20MS%20Excel.

Rest assured that with MyCase your data truly belongs to you! You can export nearly all of your data from the system using our contact & case export spreadsheets or our on-demand Full Data Backup tool. This is great to have in times you may not have access to the internet or if you simply want to export large amounts of data from your MyCase account.

OVERVIEW

Open the Settings page by clicking on your name in the top right corner.

Select the Import/Export section in the menu on the left. Then, you will have the option to export:
1. Contacts & Companies
2. Court Cases/ Matters
3. A Full Backup

1. When you export your Contacts, MyCase will create a CSV file to your computer. CSV files are a universal file format that can be opened in spreadsheet format with programs like MS Excel. This is a great tool to get a full list of your contacts' email addresses!  

2. When you export your Cases, MyCase will create a CSV file to your computer containing your case information kept within MyCase.

3. When you run a Full Backup, MyCase will create a ZIP folder that contains various CSV files. One CSV file will be created for every area of MyCase (contacts, calendar events, tasks, messages, etc.). You can use these CSV files to simply keep a hard copy backup, or to transfer your data into another software package. 

The only items the full data backup does not include are documents and invoices. You will have to manually download these items, if you do not already have them locally saved.

Once you click the Create Backup button, the create backup window will appear (pictured below). You will have to choose CSV as your file format. Next, choose whether you'd like to export data for just the cases you are linked to, or all cases in the system (regardless of whether you're linked to them).

There are two options you can define. First, you can choose to export items that have been archived in MyCase. Second, because the backup may take a while to create, you can choose to receive a notification email when the backup is finished.

When ready, click the Create Backup button.

You will see a Pending notification (pictured below) while your backup is being created. Once complete, the Pending notification will be replaced with a Download link. Click the Download link to save the Full Backup onto your computer.

Once you save the ZIP folder on your computer, you'll notice there are 16 files within the folder:

• Account activity- This includes all information found when navigating to Billing > Account activity. All payments made in MyCase are listed here, whether deposited into operating, operating as credit, or trust.

• Appointments- This is a full list of all appointments since the beginning of your MyCase account.

• Cases- This is a comprehensive case list.

• Clients- This is a comprehensive list of all contacts in all contact groups.

• Companies- This is a list of all company contacts.

• Documents- This is a list of all documents that have been uploaded into your MyCase account.

• Emails- This list includes all emails forwarded into MyCase using our Email Integration feature.

• Expenses- This is a list of all expenses added since the beginning of your MyCase account.

• Flat fees- This is a list of all flat fees added since the beginning of your MyCase account.

• Invoice discounts- This is a list of all adjustments (discounts, taxes, interest, additions) found on all invoices in your MyCase account.

• Invoices- This includes all invoices in your MyCase account broken into spreadsheet form.

• Locations- This is a list of all calendar locations in your MyCase account.

• Messages- This is a list of all messages sent and received using MyCase.

• Tasks- This is a list of all tasks added since the beginning of your MyCase account.

• Time entries- This is a list of all time entries added since the beginning of your MyCase account.

• Trust activity- This is a list of all trust activity added since the beginning of your MyCase account.

All of these files open into individual Excel files and can be great for instances when you need full lists of your appointments, tasks, account activity, etc.

Creating a Full Data Backup is very strenuous on our servers. Because of this, you will only be able to create one Full Data Backup per day. If this becomes a problem, please feel free to contact MyCase support team.