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How to Export Data from HoudiniEsq [Houdini Esq]

 

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Objective:

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

Environment:

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:

Contacts

  1. Go to the Contacts tab.
  2. Choose the Filter symbol on the left side of the Screen
  3. Click the CSV button
  4. Click Export
  5. Wait until you are prompted to download the resulting file.

 

Matters

  1. Go to the Matters tab.
  2. Choose the Filter symbol on the left side of the Screen
  3. Click the CSV button
  4. Click Export
  5. Wait until you are prompted to download the resulting file.

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 HoudiniEsq to Clio?

 

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