2017

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KCS - What can I export from Harvest practice management software?

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Objective:

  • Export data from Harvest
  • Import data from Harvest into Clio

Environment:

  • Harvest

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Answer:

  • Contact listing
  • Matter Listing
  • Time Entries
  • Expense Entries

 

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