- Help Centre
- Exporting Data
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Setting up SILQ
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Getting Started with SILQ
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Financial Management
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Advanced Accounting and Reporting
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Trust Accounting
- Trust Accounting
- Controlled Money Receipts
- Statutory Deposits and Receipts
- Entering and Transferring Unknown Deposits
- Trust Accounting Chart of Accounts
- Trust Reporting
- Deposit Adjustments and Withdrawals
- Trust Account Bank Reconciliations
- Trust Reconciliation Example Scenarios
- Trust Transaction Dating and Trust Money Recording
- Trust problem trouble shooting
- Protected Trust
- Automatic Bank Feeds
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Legal Details
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Document register, Document templates and Court Forms
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Using InfoTrack in SILQ
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Using SILQ Outlook Add-In
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SILQ & Word Integration
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Exporting Data
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Invoicing
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Using SILQ
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Reports
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Emails in SILQ
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Estates
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Time Entries
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MYOB
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Xero
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Dashboards
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Budgets
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Permissions
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Contacts
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SILQ Security
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Early Access
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Moving to SILQ
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What's New
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SILQ Desktop
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Subscription & Billing
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Lexon Integration
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Firm Directory
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Pricing Plans
Exporting Data from SILQ
Most windows within SILQ allow you to export all of your data to a CSV file.
To export data in SILQ, first, you will need to decide which windows you will be exporting from. The current windows you are able to export from are:
- Matters
- Contacts
- Time Entries
- Invoices
- Spend Money
- Receive Money
- Safe Custody
- Trust Money
Once you have decided on the window you want to export, navigate to the 3 dots on the right-hand side and click on Download CSV
Please note Downloading CSV will only download information for the fields that you have configured. For example, in the screenshot below, the selected columns on the right the fields that will be exported.
However, if Accident Date was a piece of information needed, then it will need to be ticked on the left hand side, adding it in to selected columns.
The same can be done for the reverse. E.g. if you are exporting information not necessary such as the field exposure, then you would remove it from selected columns list.
Please note you can change the order of the columns by dragging the selected column up or down to put it in the order you would like.