KCS - What Data Can I Migrate From Billings Pro 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 Billings Pro
  • Export data from Billings Pro
  • Billings Pro migration
  • Import data from Billings Pro
  • Get data from Billings Pro 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:

Typically, the following data can be exported from Billings Pro and imported into Clio: 

  • Clients
  • Matter Listing
  • Activities (unbilled time entries)

Related Content:

What happens to the data that doesn't come over from your previous practice management program? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from Billings Pro

Was this article helpful?