To export data from Clio, follow the instructions below:
When exporting data, ensure all filters have been removed prior to running the export and ensure an admin’s account is being used
Contacts:
For Contacts visit the Clio Export Page
Click on Excel Ready CSV beside Contacts
Matters:
For Matters visit the Clio Export Page
Click on Excel Ready CSV beside Matters
Calendar:
For Calendar visit the Clio Export Page
Click on Excel Ready CSV beside Calendar
Tasks:
Visit the Tasks tab
Be sure to Clear all filters
Click on Export
Select a desired range
Ensure output format is CSV
Click Create Export
Click Download
Relationships:
On an admin’s account, visit the Clio Export Page
Click on Excel Ready CSV beside Contact Related Matters
Notes:
For Contact Notes visit the Clio Export Page
Click on Excel Ready CSV beside Contact Notes
For Matter Notes visit the Clio Export Page
Click on Excel Ready CSV beside Matter Notes
Time and Expenses:
Visit the Activities page
Be sure to Clear all filters
Choose the desired Date Range
Click on Export
Select CSV
Select All Available Columns
Click on Export
Account Receivables:
Visit the Reports tab
Navigate to the Billing Reports section and click on Accounts Receivable
Select All Attorneys
Select All Clients
On the Group Results By drop down menu select Client
On the Select Practice Area drop down menu select All
On the Select Date Range drop down menu select All Dates
On the Output Format drop down menu select CSV
Click on Generate Report
Trust Accounts:
Visit the Reports tab
Navigate to the Client Reports section and click on Trust Listing
Make sure we are NOT viewing clients with a zero balance
Under the Clients section, select All Clients
In the Select Practice Area drop down menu select All
In the Select Date Range drop down menu select All Dates
In the Output Format drop down menu select CSV
Click on Generate Report
Once the upload has been completed, inform your Customer Success Manager so we may begin the migration process.