How to Export Data from Clio

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Objective:

• Migrate data from one Clio account to another
• How to export data from Clio
• Saving data prior to account cancellation
• Back up my Contacts and Matters in Clio
• Clio to Clio Migration

Environment:

• Clio Manage

Additional Information:

• When exporting Matters, only Matters that the user performing the export has permissions to access will be exported. To export ALL Matters, Matter permissions may need to be adjusted.
• For CSV Export information, see our exports article here.
• For information on importing data into Clio, see here.
• For information migrating data from one Clio account to another (Clio to Clio Migration), see here.  

Procedure:

• Contacts (see here)
• Matters (see here)
• Calendar events see here.
• Tasks (see here)
• Related Contacts (see here)
• Notes
  • Contact Notes (see here)
  • Matter Notes (see here)
• Activities
  • Time Entries (see here)
  • Expenses (see here)
• Custom Fields (see here) (the same steps as exporting Matters)
• Communications
  • Communication Logs (see here)
  • Secure Messages (see here)
• Documents (see here)