2017

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KCS - How to Export From Zola Suite to Clio

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Objective:

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

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

Procedure:

  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 You Zola Account click Export
  5. Select location, typically in c:\Clio Export\ (creating the folder Clio Export)
  6. Click Export

 

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