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Objective:
- Migrate from Harvest
- Export data from Harvest
- Harvest migration
- Import data from Harvest
- Get data from Harvest to Clio
Environment:
- Clio Manage
- Harvest
Additional Information:
Please note that the 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:
Typically, the following data can be exported from Harvest and imported into Clio:
- Contact listing
- Matter Listing
- Unbilled Time Entries
- Unbilled Expense Entries
Related Content:
What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!