2017

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Migration Templates

Objective:

  • Find and download sample Migration Excel (CSV) templates
  • Get an example of the import data
  • Correctly format data for import into Clio

Environment:

  • Clio Web App
  • Microsoft Excel

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.

Templates:

Contacts and/or Companies

Matters

Custom Fields

Matter Notes

Activities (time entries and expenses)

Contact Notes

Related Contacts

Calendar Events

Tasks

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