Objective:
- Backing up Clio data
- Saving my data on an external server
- Amazon S3 account
Environment:
- Clio Manage
- Amazon S3
Additional Information:
-
Customers in EMEA can find details on whether they are eligible for this integration here.
Answer:
To back up your data:
- Export your data from Clio into a CSV format. For instructions on how to export your data, click here. OR
-
Clio allows you to automatically push a weekly copy of your information to an Amazon S3 bucket for an escrow storage of your Clio account. For more information regarding backing up the data, click here.