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- Migrate from Fresh Books
- Export data from FreshBooks
- FreshBooks migration
- Import data from FreshBooks
- Get data from FreshBooks to Clio
- Clio Manage
- 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.
Typically, the following data can be exported from FreshBooks and imported into Clio:
- Note: FreshBooks does not provide the option to export Matter data. Matters can only be created based on client names.