KCS - How to Export Data from De Novo Software

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

  • Get my data out of De Novo
  • Migrate from De Novo
  • Export from De Novo
  • De Novo migration
  • Get data from De Novo to Clio 

Environment:

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.

Procedure:

To export from De Novo, follow these steps:

  1. Click File
  2. Choose Send/Merge
  3. Export to Excel 5 
  4. Choose All Templates (defaults at the top)
  5. Choose 'New Template"
  6. Select what you want to export (Contacts, Matters, Appointments, Tasks, Expenses)
  7. Deselect all "default" options in the "Fields to Use" section by Double Clicking
  8. On the right side of the screen double click all of the Fields in the list which will move them into the "Fields to Use"
  9. Choose Next
  10. Click No when asked if you want to Save to Template
  11. Browse to where you want to save

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from De Novo to Clio?

Was this article helpful?