2017

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KCS - How to Export from Credenza

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Objective:

  • Get my data out of Credenza

Environment:

  • Credenza
  • Migration

Additional Information:

Please note that 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:

  1. Click on "Credenza" in Main Menu (top of Screen)
  2. Go to "Reports" and "Matter Reports"
  3. Choose "Matters Opened in a Date Range"
  4. Select desired date range
  5. Click "File" and "Save as Excel" 

 

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