2017

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KCS - What Can I Export From Zola Suite to Clio

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Objective:

  • Know what data can be downloaded from Zola Suite and uploaded to Clio
  • Get information out of Zola Suite to Clio
  • To prepare for my migration from Zola Suite to Cli0

Environment:

  • Zola Suite

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.

  • We have limited resources to export calendars, tasks, notes, and time entries

Answer:

  • Contacts
  • Matters
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