2017

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KCS - What can I export from FreshBooks?

Objective:

  • Data migration from FreshBooks to Clio
  • Export information from FreshBooks 

Environment:

  • FreshBooks Web App

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:

We are able to export a Client listing from FreshBooks, however, we are also able to create Matters for these clients.

 

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