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How to Export Data from Harvest

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Objective:

  • Get my data out of Harvest
  • Migrate from Harvest
  • Export from Harvest
  • Harvest migration
  • Get data from Harvest 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 (Contacts, People, and Clients)

  1. Navigate to the Manage Section
  2. Click Export at the top of the page

Matters (Projects)

  1. Navigate to the Projects Section
  2. Click Export at the top of the page

Time Entries

  1. To go the Reports section
  2. Click Detailed Time
  3. Change filters to All Time and click the Include archived items in filters button
  4. Click Run Detailed Time Report
  5. Click the Export button at the top of the page, and choose CSV

Expenses

  1. To go the Reports section
  2. Click Detailed Expenses
  3. Change filters to All Time and click the Include archived items in filters button
  4. Click Run Detailed Expense Report
  5. Click the Export button at the top of the page, and choose CSV

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 Harvest to Clio?

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