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.
- North American accounts, click https://app.clio.com/export
- European accounts, click https://eu.app.clio.com/export.
Once the user visits the above link, they will be brought to the Export page (example is based on North American access).
Bank Transactions:This will export into a .csv or .iif file, which you can then export to QuickBooks.
Bills: This will export into a .csv or .iif file, which you can then export to QuickBooks.
Calendar: Will export your own calendar items. For instructions on exporting your calendar to another application, click here.
Calendar Entries: Will export all of your calendar entries/events in .csv format.
Communications: Will export all of your communications in .csv format.
Contact Notes: Will export a list of all contact notes on Contacts created in Clio.
Contact Related Matters: 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.
Contacts: Will export a list of all of your contacts in .csv format.
Contacts (for Patch): used only by the Clio Migrations team.
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 Entries: Will export a list of expense entries for all users.
Matter Notes: 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: Will export a list of all Matters in the firm. **Note: if a user has been denied permission to a matter they will not see it in their matter export.
Tasks: Will export your own tasks in .csv format.
Tasks (ics): Will export tasks for importing into Outlook or iCal.
Time Entries: Will export a list of time entries for all users.