Export Guide
Run the Client Info Listing report in Sage Timeslips, save it as CSV, then use the CaseClock CSV Normalizer to prepare it for import.
← All export guidesWhat to export
Client Info Listing report from Reports > Client, exported as Excel then saved as CSV
Estimated time
~5 minutes
Difficulty
EasyStep by step
Open Sage Timeslips.
Click Reports in the main menu.
Click Client.
Click Client Info Listing.
Double-click Client Info Listing to open the report settings.
Remove filters if you want all current client and matter records, or adjust filters to exclude inactive, closed, or archived items.
Choose Print as Excel File.
Click Create/Print File.
Open the Excel file that downloads.
Confirm the client and matter columns are present.
Remove any time entry data rows — CaseClock only needs the client and matter list.
Save the cleaned worksheet as CSV (File > Save As > CSV).
Cleanup tip
Sage Timeslips may combine client and matter identifiers in one field. Confirm whether each row represents a single matter before importing. If filters were removed, check that inactive or closed records you don't need aren't included.
Column reference
| CaseClock field | Sage Timeslips column |
|---|---|
| client_id | Client number, client ID, or nickname if included |
| client_name | Client name |
| matter_id | Matter number, matter nickname, or client/matter code if included |
| matter_name | Matter name, description, or reference if included |
| practice_area | Not confirmed in the standard export |
| billing_lawyer | Not confirmed in the standard export |
| jurisdiction | Not confirmed in the standard export |
| billing_rate | Not confirmed in the standard export |
Software interfaces change over time
If these steps don't match what you see in Sage Timeslips, the vendor may have updated their interface since this guide was written. Our support team is happy to walk you through it.
Contact support →Next step
Run your exported CSV through the free CaseClock CSV Normalizer to map your columns to CaseClock format. It runs entirely in your browser — nothing is uploaded or stored.
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