KCS - What Information can I Transfer From Timeslips into Clio?

Objective:

  • What information can be exported from Timeslips and imported into Clio?

Environment:

  • Clio Web App
  • Timeslips Desktop

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.

  • There is currently no way to export past Invoices from Timeslips. Users can, however, represent their Outstanding Client Balances in Clio with a Time Entry, provided they are working in a matter with a related contact. For details, see the following article: Bringing Over Client Outstanding Balances to Clio
  • To export information from Timeslips, ensure you are operating a version of the program from 2006 or later

Answer:

  • Contacts
  • Time Entries
  • Expenses
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