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What Can I Import Into Clio?
- What Can I Import from one Clio account into another?
- How to upload data to Clio
- How to perform a Clio to Clio migration
- Import data to Clio
- For information on how to export data from Clio, see here.
- For complete instructions on how to migrate information from one Clio account to another, see here.
- Contacts (see here)
- Matters (see here)
- Calendar Events (see here)
- Importing Tasks (see here)
- Related Contacts (see here)
- Notes (Contacts: see here) (Matters: see here)
- Activities (see here)
- Custom Fields (Contacts: see here) (Matters: see here)
- Importing Communication Logs (see here)