KCS - 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:

Export CSV from HoudiniEsq

  1. Go to the Settings ribbon and click Export CSV. 
  2. 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. 
  3. 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.

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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