KCS - How to Export Data from Harvest practice management software

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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:

Time Entries & Invoices

  1. To go the Account Settings in Harvest
  2. Access Import/Export Data
  3. Click Download Company Time Data (The download may take some time, so Harvest will email you when the download is complete.)
  4. Click Download Zip of All Invoices (Again, Harvest will email you when the download is complete.)

Reports

  1. You can also export data as needed via Reports.

Contacts, People, and Clients

  1. Can be exported via the Manage section

Projects

  1. Can be exported via your Projects section.

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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