KCS - How to Export Data from CosmoLex

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Objective:

  • Get my data out of CosmoLex
  • Migrate from CosmoLex
  • Export from CosmoLex
  • CosmoLex migration
  • Get data from CosmoLex 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.

Procedure:

Contacts

  1. Click on Contacts
  2. Click Address Book
  3. Click Action
  4. Click Export Contacts

Matters

  1. Click Reports
  2. Choose Billing > Client List
  3. Choose Print to: Excel
  4. Click Download

Time Entries

  1. Click Activities > Time/Expense
  2. Click Export  above the list of Time Entries
  3. The Export Grid will open
  4. Select Custom Export and pick the page range
  5. Change Export Format to CSV
  6. Click Export

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!

What data can I migrate from CosmoLex to Clio?

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