KCS - What Data can I Migrate from insightly to Clio?

 

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Objective:

  • Migrate from insightly
  • Export data from insightly
  • insightly migration
  • Import data from insightly
  • Get data from insightly to Clio 

Environment:

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 insightly and imported into Clio: 

  • Contacts
  • Matters
  • Tasks
  • Notes

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from insightly

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