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Objective:
- Migrate from Tussman
- Export data from Tussman
- Tussman migration
- Import data from Tussman
- Get data from Tussman to Clio
Environment:
- Clio Web App
- Tussman
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.
Some versions do not provide for exports, but we don't know which ones. Version 7 does not have an export function and Version 17 does, we don't know for the versions in between.
Do not export from Version 2011. It says that it can export time entries but it moves them into the history state and then can't be edited. Workaround to undo is to transfer them back but is tedious. Be sure the client is aware that they will have to do that.
Your data in Tussman may become archived after exporting; please perform a backup before exporting
Answer:
Typically, the following data can be exported from Tussman and imported into Clio:
- Contacts
- Matters
- Activities
Related Content:
What about the information that isn't covered in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!