KCS - How to Export from Sales Nexis

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Objective:

  • Get my data out of Sales Nexis
  • Migrate from Sales Nexis
  • Export from Sales Nexis
  • Sales Nexis migration
  • Get data from Sales Nexis to Clio

Environment:

  • 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.

Procedure:

Contact Sales Nexis to request that an export is sent to you.

 

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!

What data can I migrate from Sales Nexis to Clio




 

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