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
  • Data Migration
  • Migration Templates

Environment:

  • Clio Manage
  • 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.

The below templates can be used to import data into Clio using the Import page. When importing data, Contacts must be imported before Matters to ensure proper linking. 

 

Templates How-to
Contacts How Do I Fill Out The Contacts Import Template?
Matters How Do I Fill Out The Matters Import Template? 
Activities How Do I Fill Out The Activities Import Template?
Calendar Appointments How Do I Fill Out The Calendar Appointments Import Template?
Contact Notes How Do I Bulk Import Contact Notes into Clio?
Matter Notes How Do I Bulk Import Matter Notes into Clio?
Contact Custom Fields How Do I Bulk Import Contact Custom Fields into Clio?
Matter Custom Fields How Do I Bulk Import Matter Custom Fields into Clio?
Related Contacts How Do I Bulk Import Related Contacts into Clio?
Tasks How Do I Bulk Import Tasks into Clio?
Balance Forward How Do I Bulk Import Balances Forward into Clio?

 

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