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How To Export Data From Clio

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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.

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.

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.

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