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How to Export Data from eBillity

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Objective:

  • Get my data out of e-Billity
  • Migrate from e Billity
  • Export from eBillity
  • eBillity migration
  • Get data from e-Billity to Clio
  • eBillity Timetracker

Environment:

Additional Information:

Please note that 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:

  1. Click the Admin Tab
  2. Click on the Systems sub tab
  3. Click Export

Depending on the version of eBillity used, the following steps may be used as an alternative:

  1. Click the Admin Tab
  2. Click on the Firm Settings sub tab
  3. Click Export
  4. Wait until a new link appears beneath the Export button.
  5. Click the Download link.

 

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 eBillity to Clio?

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