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How to Export from Time59

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Objective:

  • Get my data out of Time59
  • Migrate from Time59
  • Export from Time59
  • Time59 migration
  • Get data from Time59 to Clio 

Environment:

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 Your Contacts:

  1. Click on export in the main men
  2. Select Export to Excel
  3. Select Clients from the dropdown
  4. Select All or date range for the data
  5. Click Export

To Export Your Time Entries:

  1. Click on export in the main menu
  2. Select Export to Excel
  3. Select Time from the dropdown
  4. Select All or date range for the data
  5. Click Export

To Export Your Expense Entries:

  1. Click on export in the main menu
  2. Select Export to Excel
  3. Select Expenses from the dropdown
  4. Select All or date range for the data
  5. Click Export

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 Time59 to Clio?

 

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