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What Data Can I Migrate From Bill4Time to Clio?

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Objective:

  • Migrate from Bill4Time
  • Export data from Bill4Time
  • Bill4Time migration
  • Import data from Bill4Time
  • Get data from Bill4Time to Clio 
  • Migrate from Bill For Time; Migrate from Bill 4 Time; Migrate from BillforTime

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.

Answer:

Typically, the following data can be exported from Bill4Time and imported into Clio: 

  • Contacts
  • Matters
  • Unbilled Time Entries
  • Unbilled Expense Entries

Depending on the quality of your data:

  • Accounts Receivable*

*Accounts Receivables are derived from the Invoice.csv file with 'Unpaid' status and may not accurately provide a true outstanding balance as payments aren't being applied to these amounts. In addition, we cannot bring in outstanding balances when multiple matters are being invoiced on one bill, these need to be entered into Clio manually to each matter by following these instructions here.

Related Content:

What about the information that isn't covered in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from Bill4Time?

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