KCS - What Can I Export from Sales Nexis?

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Objective:

  • Migrate from Sales Nexis
  • Export data from Sales Nexis
  • Sales Nexis migration
  • Import data from Sales Nexis
  • Get data from Sales Nexis to Clio

Environment:

  • Clio Web App
  • Sales Nexis

Additional Information:

Please note that the 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 Sales Nexis and imported into Clio:

 

  • Contacts

 

We currently have not confirmed the exact nature of what can be migrated from this program to Clio.  (However, see below for Export instructions from this program.)

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!

How to export data from Sales Nexis?



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