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Objective:
- Migrate from Credenza
- Export data from Credenza
- Credenza migration
- Import data from Credenza
- Get data from Credena to Clio
Environment:
- Clio Manage
- Credenza
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 Credenza and imported into Clio:
- Contact Listing
Related Content:
What about the information that isn't covered in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!