Importing data from an external source.
When importing data from another system it is advised that you complete your final round of invoicing (in your old system) before exporting your data. This way, the balances that you bring into Rocket Matter will reflect the most up-to-date information. Once the data is imported into Rocket Matter, any new charges will be entered directly into Rocket Matter. Past due balances will be entered as credit or debit adjustments.
Please note: If you currently charge interest to your invoices then you will need to enter the past due balances as flat fees (include a description), create and apply your interest rule(s) and then run invoices in order to begin applying interest in Rocket Matter.
Prior to manually entering billable time, you will need to import your contacts and matters. Please use the attached .csv file for exporting and importing your data.