Clio to Clio Migration: Moving Data from one Clio Account to Another

This guide details how you can move your data from one Clio account to another. If you require assistance with your data migration, please contact Clio's Migration Services at 1 888 858 2546 x680.

Note that not all information in your Clio account can be migrated using this manner. A Clio account merge or duplication will allow us to copy all of the information in your existing Clio account to a new account. For more information about account merges and duplications, contact Clio Support and request the assistance of our Technical Escalations team.

Clio allows for the exporting and importing of basic, default fields for the following areas:

Contents

Contacts and Clients
Matters
Calendars
Tasks
Contact and Matter Notes

Important Note

Ensure that you migrate your data in the order described in this guide. Contacts must be migrated before Matters, and both Contacts and Matters should be migrated before you migrate Calendars, Tasks, and Notes.

Migrating Contacts and Clients

Exporting Contacts from Clio

Go to the main "Contacts" tab and click the "Export" button. 

In the "Create an Export" window, select "CSV" as the Output Format then click "Create Export".

The export will now begin. Note that the length of time required for the export will depend on the number of Contacts that you have added to Clio. 

When the export reaches 100%, click the "Download" button. 

Save the CSV to an easily accessible location on your computer. 

Importing Contacts Back to Clio

Go to https://app.clio.com/imports and click the "Add" button. 

In the "Import" window:

  1. Select "Contacts from Outlook CSV" in the "Import" field
  2. Click "Choose File" and select the Contacts CSV file that you just exported from Clio
  3. Click "Upload File"

You will now be able to view the progress of the import. To view the data that has been imported, click the import ID number.

Note that the most common reason for failures is duplication of data. Clio will automatically strip 100% matching duplicates from your imports. 

Migrating Matters

Exporting Matters from Clio

Go to the main "Matters" tab and click the "Export" button.

Note that this will only export your Open Matters. To export your Closed, Pending, or All Matters, click on the desired Matter status tab before exporting. 

In the "Create an Export" window, select "CSV" as the Output Format then click "Create Export".

The export will now begin. When the export reaches 100%, click the "Download" button. 

Importing Matters Back to Clio

Go to https://app.clio.com/imports and click the "Add" button. 

In the "Import" window:

  1. Select "Matters from CSV" in the "Import" field
  2. Optionally, specify the Matters of a particular Responsible Attorney to import
  3. Click "Choose File" and select the Matters CSV file that you just exported from Clio
  4. Click "Upload File"

You will now be able to view the progress of the import. To view the data that has been imported, click the import ID number.

Migrating Calendars

Exporting Calendars from Clio

You can only export events from a calendar that you permission to view. You will not be able to export the private calendars of other users.

Go to the main "Calendars" tab and click the "Feeds" sub-tab.

Click on the "Download Calendar ICS" link for each calendar that you want to export. 

Importing Calendars Back to Clio

Go to https://app.clio.com/imports and click the "Add" button. 

In the "Import" window:

  1. Select "Calendar from iCalendar (ics)" in the "Import" field
  2. Specify the new Clio calendar that events should be added to
  3. Click "Choose File" and select the calendar ICS file that you just exported from Clio
  4. Click "Upload File"

Repeat this process for every calendar that you want to import into your new Clio account.

Migrating Tasks

Exporting Tasks from Clio

Go to the main "Tasks" tab and click the "Export" button.

Note that this will only export your upcoming tasks. To include your completed tasks, click "Filter" and change the "Status" field to "All" before exporting. 

In the "Create an Export" window, select "CSV" as the Output Format then click "Create Export".

The export will now begin. When the export reaches 100%, click the "Download" button. 

Importing Tasks Back to Clio

Go to https://app.clio.com/imports and click the "Add" button. 

In the "Import" window:

  1. Select "Tasks from CSV" in the "Import" field
  2. Specify the user whose tasks should be imported
  3. Click "Choose File" and select the tasks CSV file that you just exported from Clio
  4. Click "Upload File"

Migrating Contact and Matter Notes

Ensure that you have migrated your Contacts and Matters before attempting to migrate your Contact and Matter notes. 

Exporting Notes from Clio

Go to Clio Exports page by going to https://app.clio.com/export. Note that only account administrators can access the Exports page.

Click on the "Excel ready CSV" link for Contact Notes and Matter Notes respectively. Save each file to an easily accessible location on your computer. 

Importing Notes Back to Clio

Go to https://app.clio.com/imports and click the "Add" button. 

In the "Import" window:

  1. Select "Notes from CSV" in the "Import" field
  2. Click "Choose File" and select the Contact notes CSV file that you just exported from Clio
  3. Click "Upload File"

Repeat to import your Matter notes.