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What Data Can I Migrate from Act! Premium (On-Premise Solution)?

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.

Objective:

  • Get my data out of Act! (Sage)
  • Migrate my files from Act! (Sage)
  • Migrate from Act! Premium

Environment:

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

 

There are multiple versions of Act!
Please refer to this article for information relating to Act! CRM (Cloud Solution)

What Data Can I Migrate From Act! CRM (Cloud Solution)

Answer:

Typically, the following data can be exported from Act! Premium and imported into Clio: 

  • Contacts
  • Matters
  • Activities as Calendar
  • Notes
  • History as Notes

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 Act! Premium (On-Premise Solution)?

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