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Objective:
- Migrate from TimeSolv
- Export data from TimeSolv
- TimeSolv migration
- Import data from TimeSolv
- Get data from TimeSolv to Clio
Environment:
- Clio Manage
- TimeSolv
Additional Information:
Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.
Answer:
Typically, the following data can be exported from TimeSolv and imported into Clio:
- Contacts
- Matters
- Contact Notes
- Matter Notes
- Unbilled Time Entries
- Unbilled Expense Entries
Depending on the quality of your data:
- Accounts Receivable*
*Accounts Receivables are derived from the Invoice.csv file with 'Unpaid' status and may not accurately provide a true outstanding balance as payments aren't being applied to these amounts. In addition, we cannot bring in outstanding balances when multiple matters are being invoiced on one bill, these need to be entered into Clio manually to each matter by following these instructions here.
Related Content:
What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!