2017

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KCS - "How to Export from Billings Pro"

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Objective:

  • Get my data out of Billings Pro

Environment:

  • Billings Pro
  • 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. File menu choose Export > Export all to TSV
  2. The download will provide several exports in .txt format.
  3. Import into Excel using the text converter (Data - From Text)

 

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