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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).
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.