How Can I Backup All my Data in Clio?

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: 

1. Export your data from Clio into a CSV format. For instructions on how to export your data, click here. OR

2. 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.