How to Export Data from Firm Central?

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Objective:

  • How to migrate from Firm Central?
  • How to export data from Firm Central?
  • What is a Firm Central migration?
  • How do I export data from Firm Central?
  • How to get data from Firm Central 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.

Answer:

To export Matters:

  1. Click Matters
  2. Click Export Matters (unlabelled button)

To export Contacts:

  1. Click Contacts
  2. Click Export Contacts (unlabelled button)

To export Unbilled Time Entries:

  1. Click Reports
  2. Click Time by User
  3. Select all users
  4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.
  5. Select CSV from the dropdown on the far right side of the page
  6. Click Export 

To export Unbilled Expense Entries:

  1. Click Reports
  2. Click Expense by Matter
  3. Select all matters
  4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.
  5. Select CSV from the dropdown on the far right side of the page
  6. Click Export 

To export Accounts Receivable (Outstanding Balances)

  1. Click Reports
  2. Click Accounts Receivable
  3. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.
  4. Select CSV from the dropdown on the far right side of the page
  5. Click Export

 

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 Firm Central?

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