Objective:
- Backing up Clio data
- Saving my data on an external server
- Data Escrow Amazon account
Environment:
- Clio Manage
- Data Escrow
Additional Information:
- Access to Data Escrow is available to subscribers of our Legacy, Loyalty, Boutique, and Elite plans.
Answer:
- Data Escrow allows you to automatically push a weekly copy of your Clio information to an Amazon S3 bucket for an escrow storage of your Clio account. For more information regarding Data Escrow, click here.
or
- Export your data from Clio into a CSV format. For instructions on how to export your data, click here.