- 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
- Clio Manage
- Microsoft Excel
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.
The user will have to match the matter and contact ID’s when importing which will allow the data to link up.