Chris Hadfield, Keynote Speaker - Clio Cloud Conference New Orleans - Sept. 25, 2017
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Exports and Permissions

From the Export page a user within Clio will be able to perform bulk exports of specific data. Only Administrators will be able to access the Export page in Clio.  

Once the user visits the above link, they will be brought to the Export page (example is based on North American access). 

Permissions by Export

Bank Transactions Export: This will export into a .csv or .iif file, which you can then export to QuickBooks.

Bills Export: This will export into a .csv or .iif file, which you can then export to QuickBooks.

Calendar Export: Will export your own calendar items.  For instructions on exporting your calendar to another application, click here.

Contact Notes Export: Will export a list of all contact notes on Contacts created in Clio.

Contact Related Matters Export: Within a Matter card you can link individuals via the "Contacts" tab.  This Export provides a list of all Contacts you have Related to all Matters.

Documents: You are unable to download your documents from the export page. You can either go to the documents tab and download them individually, or set up a data escrow to back them up in bulk to an Amazon S3 bucket.

Expense Entry Export: Will export a list of expense entries for all users.

Matter Notes Export: Will export a list of all matter notes on matters created in Clio.  **Note: if a user has been denied permission to a matter they will not see it in their matter notes export.

Matters Export: Will export a list of all Matters in firm along with key information.  **Note: if a user has been denied permission to a matter they will not see it in their matter export.

Tasks Export: Will export your own Task items.

Time Entry Export: Will export a list of time entries for all users.