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How to Export Data from Clicktime to Clio?

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Objective:

  • Get my data out of Clicktime
  • Migrate from Clicktime
  • Export from Clicktime
  • Get data from Clicktime to Clio 

Environment:

  • Clicktime

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:

  1. Open Clicktime
  2. Select Reports tab
  3. Create A New Report
  4. Ensure the Date Range is set to the desired range, then click Update
  5. Select Layout
  6. Check all Boxes, then click Save
  7. Click the "Excel" button to download the export

NOTE: Time Entries and Expenses cannot be differentiated between Billed and Unbilled.

 

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 Clicktime to Clio?

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