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Objective:

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

Environment:

• Daylite [Daylight]

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:

To export contacts and projects from Daylite:

1. Select a Smart list for Contacts and choose View > Multi-Column List.
2. Right-click (or control-click) the column header and select the columns you wish to display. You can also adjust the order of the columns by clicking the column header and dragging and dropping to the new position.
3. Select the items you want to export.
4. Choose File > Export > Export Visible Columns and Selected Rows to File.
5. In the sheet that opens, enter a name, specify a location to save the file, and other details as needed. Click Save.

Repeat the same steps to export projects, selecting All Projects instead of the Contacts smart list.

To export contact notes, project notes, and emails from Daylite:

1. Select Notes from the sidebar.
2. Select the items you want to export.
3. Choose File > Export > Export Visible Columns and Selected Rows to File.
4. In the sheet that opens, enter a name, specify a location to save the file, and other details as needed. Click Save.

Repeat the same steps to export emails, selecting Emails instead of Notes. 

 

To export the calendar from Daylite in iCal:

To export the calendar to Apple iCal

1. Choose File > Export > Export Calendar to Apple iCal.
Daylite opens the “Export to Apple iCal File Format” window. 

2. Do the following:

• To export the entire calendar, select All Dates. Otherwise, simply specify the start and end dates.
• The default export location for your calendar is the desktop. To specify a different 
  location from the desktop, click Browse, navigate to the location, and click Open.
• If you wish, you can export each appointment category in Daylite as a separate calendar. 
  To do this, select the “Export each category as a separate calendar” checkbox. 
• Click Export.

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 Daylite to Clio?