2017

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KCS - How to Export From Abacus

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Objective:

  • To download data from Abacus which can be uploaded to Clio
  • To prepare for my migration
  • How can I export data
  • Migrate from Abacus to Clio
  • Get information out of Abacus

Environment:

  • Abacus
  • Abacus (Private Cloud)

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.

  • All users must be logged out before proceeding with the export
  • There is limited compatibility with name notes and matter notes
  • Matters typically will not have their associated clients

Procedure:

  1. Open Abacus under an account that has full access
  2. Click File
  3. Click Reports
  4. Select one of the following: Names, Calendar, Matters, Matter Notes, or Name Notes
  5. On the window that opens select New Report
  6. Enter a new name for the report (eg: Clio Contact Export) and click OK
  7. In the upper left part of the screen, click Add
    • On the screen that opens right click and choose Tag All
    • Press OK
    • Choose Yes to all Select an Option pop ups
  8. Click Run
    • Select one of the following:
      • Select location, typically in c:\Clio Export\ (creating the folder Clio Export)
      • Select Data Merge File
  9. Click Comma Delimited
  10. Click OK
  11. Save file
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