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Objective:
- Get my data out of Time and Chaos
- Migrate from Time and Chaos
- Export from Time and Chaos
- Time and Chaos migration
- Get data from Time and Chaos to Clio
Environment:
- Time and Chaos
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:
- Click Reports
- Click Contacts
- Right click on any of the columns shown, a list of a available fields will appear. Select the fields you want included in the export.
- Click Find Now
- Select all items
- Click File
- Click Export to Excel
- Repeat the above steps for Calendar and Tasks
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!