AdvoLogix Matter Management

Data Import, Export, and Backup

Updated Sep 22, 2021

Your organization can use the built-in platform functionality for creating data backups and to import/export data.

1. Tools to Import/Export

AdvoLogix offers several methods to export time and expenses to an unconnected billing and/or accounting application. Most external applications will accept incoming data via an import process or API method. The following options are most commonly used to integrate time and expenses with external systems.

1.1. Export Templates

The first approach to consider when implementing an export process would be the AdvoLogix Export Templates. The process associated with export templates allows an end user to process export data through a custom process that tracks the export status within AdvoLogix.  Learn more details on this approach here.

Through customer feedback we have determined this method is commonly used for exporting time to time slips.

1.2. Data Loader

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.  When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.

 This option is more rudimentary than using the AdvoLogix export templates but may potentially meet additional requirements not provided by the export templates.  For more information, see Data Loader.

1.3. Dataloader.io

This tool allows you to bulk import or export data in a few simple steps. Featuring a more robust engine than import wizards, you can use it to insert, update, delete, export, or upsert Salesforce records for both standard and custom objects.  For more information, see Dataloader.io Documentation.

1.4. Data Import Wizard

The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.  For more information, see Data Import Wizard.

1.5. Salesforce AppExchange

By virtue of our platform provider, Salesforce, we can offer significant opportunities for all things integration. Visit the Salesforce AppExchange where you will find such tools as Jitterbit, Informatica, Xapier and many others.

These add-in methods are especially useful for implementing connected or automated integrations.

2. Export Backup Data

The backup functionality is provided through our platform partner and can be done on a weekly or monthly basis.  For more information, see: 

For a more hands-on learning experience, you can take the following trailhead: Data Management

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