KCS - How to Export from File Maker Pro

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Objective:

  • Get my data out of File Maker Pro

Environment:

  • File Maker 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:

To Export from File Maker Pro:

  1. Choose Desired Layout (ie Contact's, Matter, etc.) File - Export Records
  2. Choose type Excel Workbook (.xlsx)
  3. Select "Use field names as column names in first row"
  4. Click "Export"
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