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Objective:

• How to get my data out of FileMaker Pro?
• What can I migrate from FileMaker Pro?
• How to export from FileMaker Pro?
• What is FileMaker Pro migration?
• How to get data from FileMaker Pro to Clio?

Environment:

• FileMaker Pro

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:

1. Choose Desired Layout (ie Contact's, Matter, etc.)
2. Select File and Export Records
3. Choose format Excel Workbook (.xlsx)

Alternative:

1. Choose Browse Layout, adjust to List View
2. Select File and Save As/Send as export
3. Click Advanced and ensure you have the headers ticked
4. Choose format Excel Workbook (.xlsx)

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 FileMaker Pro to Clio?