Importing Your Existing Time & Billing Data

I've got years of time entries in a spreadsheet — do I really have to retype all of it?

Upload What You Already Have

Import Data in the sidebar takes a CSV, XLSX, or XLS file exported from whatever you're using now — a spreadsheet, another billing tool, anything with rows of dates, cases, hours, and rates. You don't need to reformat it first; the import wizard is built to handle messy, inconsistent exports as they actually come out of other systems.

It Maps Your Columns For You

After upload, you get a side-by-side comparison — your original rows on the left, exactly how ExpertPractice read them on the right — plus a match-confidence summary so you can tell at a glance whether anything needs a second look.

Every column mapping is editable below the comparison — if Notes should have mapped to something other than Description, or a column got missed entirely, just pick the right one from the dropdown and the comparison above updates immediately.

Abbreviated Activity Types, Handled

Real billing exports rarely spell things out — "Depo Prep," "File Rev," whatever shorthand you've used for years. The wizard maps these to ExpertPractice's actual activity types on its own, and shows you exactly what it matched each one to, so you're confirming rather than re-entering:

Nothing Is Written Until You Say So

The Review step shows the exact final data — every row, fully mapped — with two options: Import into ExpertPractice, or Download cleaned CSV if you'd rather double-check the cleaned-up file yourself first before committing to anything.

If something looks off at this stage, Edit columns takes you right back to the mapping step — nothing is imported until you explicitly click Import into ExpertPractice.