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Note: This article provides information on how to export data from Clio. If you want to import data into Clio, see this article.
Clio provides a few options for exporting and backing up data. You can migrate data from one Clio Manage account to another, export data from Clio Manage, export data as CSV files from Clio Grow, and export/sync information from Clio Grow to Clio Manage.
Note: You can only export a Matter if you have the appropriate permissions to access the Matter. Matter permissions may need to be adjusted if you want to export all Matters.
Migrate Clio Manage Data to Another Account
To learn more about how to move data from one Clio Manage account to a second Clio Manage account, take a look at this article.
Export From Clio Manage
See the links to the articles below depending on the type of data you want to export from Clio Manage.
- Contacts: see this article.
- Matters and Custom Fields: see this article.
- Calendar events: see this article.
- Tasks: see this article.
- Related Contacts: see this article.
- Contact and Matter Notes: see this article.
- Activities
- Time Entries: see this article.
- Expenses: see this article.
- Bills: see this article.
- Communications
- Communication Logs: see this article.
- Secure Messages: see this article.
- Documents: see this article.
Export From Clio Grow
To learn more about how to back up or export data from Clio Grow as CSV files, see this article.
Export/Sync From Clio Grow to Clio Manage
See the links to the articles below depending on the type of data you want to sync from Clio Grow to Clio Manage.
- Contacts: see this article.
- Matters: see this article.
Did you know? You can navigate between Clio Manage and Clio Grow easily and quickly by clicking the Clio Manage/Grow dropdrown in the top left of your Clio Manage/Grow header. This feature is only accessible if you are using both Clio Manage and Clio Grow and are set up with single sign-on (SSO). Learn more about SSO in this article.