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- Get my data out of HoudiniEsq
- Migrate from HoudiniEsq
- Export from HoudiniEsq
- HoudiniEsq migration
- Get data from HoudiniEsq to Clio
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.
Export CSV from HoudiniEsq
- Go to the Settings ribbon and click Export CSV.
- Select which data you wish to Export. You can choose to select a Sample only (includes up to 10 records), or select records from a certain Date range. In addition, you can also select to Export data from a specific Contact or Matter.
- Once you have finished making your selections, click Export Data. Depending on the size of data, it may take some time. HoudiniEsq will create a zip file with all of the CSVs inside of it.
- Go to the Reports ribbon and select Advanced Reports
- Select the Accounts Receivable Aging report
- Select Excel
- Download the report