- Get my data out of GoldMine
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
- Select Tools>>Import/Export Wizard>>Export Contact Records. The Welcome to the
GoldMine Export Wizard dialog box appears.
- Select one export option:
Export to a new file: GoldMine exports the data according to the settings
defined in the Export Wizard. You can save the new settings for future use.
Export to a new file using an existing profile: Displays the Select Export
Profile dialog box where you select a predefined profile GoldMine will use to
format the data for export.
- Select the file type to exporting into:
DBF file: Specifies data will export in the dBASE file format. Fields in a dBASE
file are referred to by field name; for example, the Company field is called
COMPANY, and the Contact field is called CONTACT.
ASCII (TXT) file: Specifies data will export in the delimited text file format. A
delimited text file formats data with field delimiters, field separators, and record
separators. In the delimited ASCII format, fields are referred to by their position in
the record. For example, company name is field 1, contact name is field 2, and
SDF (fixed length) file: Specifies data will export to a text file with fixed-length
record format which is commonly used by mainframe computers. Fields in the
SDF format are referred to by starting and ending character positions.
- Click Next. If you selected:
Export to a new file, the Select Filter/Group dialog box appears.
Export to a new file using an existing profile, the Select Export Profile dialog