KCS - How to Export Data from FreshBooks [Fresh Books]?

Objective:

  • Migrate from FreshBooks
  • Export data from FreshBooks
  • FreshBooks migration
  • Import data from FreshBooks
  • Get data from FreshBooks to Clio 

Environment:

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.

Procedure:

  1. Click My Account (top right corner)
  2. Click Import and Export subtab
  3. Click on Clients to export in CSV format

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!

What can I export from Freshbooks?

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