KCS - What Data Can I Migrate from Account Edge to Clio?

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

  • Migrate from Account Edge
  • Export data from Account Edge
  • Account Edge migration
  • Import data from Account Edge
  • Get data from Account Edge to Clio 

Environment:

  • Clio Web App
  • Account Edge

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:

Typically, the following data can be exported from Account Edge and imported into Clio: 

  • Contact Listing
  • Unbilled Time Entries

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!

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality