KCS - How to Export Data from Firm Central

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Objective:

  • Migrate from Firm Central
  • Export data from Firm Central
  • Firm Central migration
  • Import data from Firm Central
  • 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

To export Contacts:

  1. Click Contacts
  2. Click Export Contacts

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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