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How to Export Data from Zola Suite?

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Objective:

  • How to get my data out of Zola Suite?
  • How to migrate from Zola Suite?
  • What can I export from Zola Suite?
  • What is a Zola Suite migration?
  • How to get data from Zola Suite to Clio?

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 matters, calendars, tasks, notes, and time entries
  • Matters are exported with only a first name for the primary contact and cannot be linked to the correct contact unless there is another unique linking element provided
  • Exports should be reviewed first before the migration process to ensure that the appropriate data can be used

Procedure:

Contacts:

  1. Click on contacts (left Column)
  2. Click Export. (Top row)

Matters:

  1. Click on Matters (left Column)
  2. Click View
  3. Create new View
  4. Check all the boxes
  5. Select the view that you created
  6. Export.

Time Entries:

  1. Click on Time Entries
  2. Select Invoice Status = Not Invoiced
  3. Export.

Flat Fees:

  1. Click on Flat Fees
  2. Select Invoice Status = Not Invoiced
  3. Export.

Expenses:

  1. Click on Expenses
  2. Select Invoice Status = Not Invoiced
  3. Export.

Accounting (invoices):

  1. Click on Accounting
  2. Set filter as: invoices, and payments = Open
  3. Export.

Tasks, Notes, and Calendar Entries:

  1. Open Zola Suite under an account that has full access
  2. Click the drop-down menu next to your name
  3. Click Firm Settings
  4. Under Your Zola Account click Export
  5. Select location, typically in c:\Clio Export\ (creating the folder Clio Export)
  6. Click Export

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!

What data can I migrate from Zola Suite to Clio?

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