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The Time & Billing Migrator streamlines billing data management in Filevine. It allows you to create and manage billing items, invoices, and payments efficiently at scale, making it ideal for both initial data migrations and ongoing billing operations.

Important Note: In Filevine, invoice totals are calculated from associated billing items. Billing items must be created successfully for invoices to reflect accurate totals.

Prerequisites

Before running any Time & Billing migration jobs, confirm the following requirements are met:

Time & Billing Module Enabled

The Time & Billing module must be enabled in your Filevine organization

Confirm the Time & Billing section appears in Project View

If missing, it may need to be added via the Customs Editor

Contact Filevine Support if the module is not enabled

API User Access

The Filevine Integration user must be added to all target projects

Imports will fail if this user lacks project access

Always verify access before starting jobs

Required Permissions

Access to Billing and Billing Setup modules

Appropriate user-level permissions in Org Setup

Access to Advanced Tools, if applicable

Understanding Field Validation

Time vs. Expenses Validation

Time Entries:

Require Billing Item User (User ID)

Must include valid User ID for time assignment

Can use Filevine Integration User ID as a placeholder

Expense Entries:

Must NOT include User ID

Will fail validation if the User ID is populated

Different display in Filevine from time entries

Billing Item Fields Validation

Quantity Formatting:

Must match Filevine's Minimum Time Increment setting

Supports: whole numbers, one decimal, two decimals

Verify setting in Filevine Billing Setup before importing

Rate Formatting:

Decimal format (0.00)