How to Export Data from Amicus Administrator (Small Firm Edition)

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Objective:

  • Get my data out of Amicus Administrator (Small Firm Edition)
  • Migrate from Amicus Administrator (Small Firm Edition)
  • Export from Amicus Administrator (Small Firm Edition)
  • Amicus Administrator (Small Firm Edition) migration
  • Get data from Amicus Administrator (Small Firm Edition) to Clio 

Environment:

  • Amicus Administrator (Small Firm Edition)

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.

Please consider these additional resources if you are importing from another version of Amicus:

Procedure:

Download required export templates:

  1. The templates for the export from Amicus can be found here
  2. Log on to the computer running Amicus Administrator. The desktop icon should look like a black briefcase rather than an orange "globe" with an "A" on it. If you are not using Amicus Administrator, these instructions will not work.
  3. On the computer that is running Amicus Administrator, download the following Format Templates from Clio Support and save them to the desktop or folder that you can access from the computer. The Format Templates folder will contain:
    • Calendar – Export from Amicus Administrator to Clio.tpl
    • Cases (matters) – Export from Amicus Administrator to Clio.tpl
    • Contact ‐ Export from Amicus Administrator to Clio.tpl
    • To Do (tasks) ‐ Export from Amicus Administrator to Clio.tpl

Export Contact Listing:

  1. Select "Import/Export" from the main menu.
  2. Click Export.
  3. Under "Record Types" select Contacts.
  4. In the Contacts Export frame, click Select in the Format box:
    • Locate the Format Templates folder that were downloaded in step 2.
    • Select Contact ‐ Export from Amicus Administrator to Clio.tpl
    • Click Open
  5. Back in the Contacts Export frame, click Open in the Export File box:
    • Then selection a location where you want to save the file.
    • In the File Name field, name your file: "Contacts.csv" is recommended. The ".csv" extension makes the data optimal for migrating.
  6. Back in the Contacts Export frame, in the Range area:  
    • To include contacts from all the groups of contacts:
      1. Click Groups...
      2. Make sure NO groups are selected; this ensure ALL contact groups will be included in the export. (If ALL groups are selected, then contacts that are not part of a group will be excluded from the export).
      3. Then click OK.
    • To export the contacts for the entire Amicus database:
      1. Click the Team Members…
      2. Click on each Team Member name,  (or select the "All Team Members" option. If you do not include a Team Member, contacts created and owned by that member may not be included in the export.)
      3. Then click the “>>” button to add the selection to the Current Selection box.
      4. Then click OK.
      5. Click Export All

 You can check your file by visiting the folder you saved it to, and opening it in Excel. 

Export Matter Listing:

    1. Select "Import/Export" from the main menu.
    2. Click Export.
    3. Under "Record Types" select Files (It may also appear as "Cases").
    4. In the Cases Export frame, click Select in the Format box:
      • Locate the Format Templates folder that were downloaded in step 2.
      • Select Cases (matters) ‐ Export from Amicus Administrator to Clio.tpl
      • Click Open
    5. Back in the Cases Export frame, click Open in the Export File box:
      • Then selection a location where you want to save the file.
      • In the File Name field, name your file: "Matters.csv" is recommended (The ".csv" extension makes the data optimal for migrating.
      • To export the Matters for the entire Amicus database:
        1. Click the Team Members…
        2. Click on each Team Member name,  (or select the "All Team Members" option. If you do not include a Team Member, Matters created and owned by that member may not be included in the export.)
        3. Then click the “>>” button to add the selection to the Current Selection box
        4. Then click OK
        5. Click Export All

     You can check your file by visiting the folder you saved it to, and opening it in Excel. 

Export Calendar Event Listing

  1. Select "Import/Export" from the main menu.
  2. Click Export.
  3. Under "Record Types" select Appointments.
  4. In the Appointments Export frame, click Select in the Format box:
    • Locate the Format Templates folder that were downloaded in step 2.
    • Select Calendar ‐ Export from Amicus Administrator to Clio.tpl
    • Click Open
  5. Back in the Appointments Export frame, click Open in the Export File box:
    • Then selection a location where you want to save the file.
    • In the File Name field, name your file: "Calendar.csv" is recommended. The ".csv" extension makes the data optimal for migrating.
  6. Back in the Appointments Export frame, in the Range area:  
    • To create a calendar listing of the desired date-range:
      1. In the Start Date  box, click the calendar and select the beginning date in which you would like your calendar date range to begin.
      2. In the End Date box, click the calendar and select the ending date to use as the cut-off date to complete the date range to include in the export.
    • To export the Appointments for the entire Amicus database:
      1. Click the Team Members…
      2. Click on each Team Member name,  (or select the "All Team Members" option. If you do not include a Team Member, Events created and owned by that member may not be included in the export.)
      3. Then click the “>>” button to add the selection to the Current Selection box.
      4. Then click OK.
      5. Click Export All

 You can check your file by visiting the folder you saved it to, and opening it in Excel. 

Export Tasks Listing

  1. Select "Import/Export" from the main menu.
  2. Click Export.
  3. Under "Record Types" select To Do's.
  4. In the To Do's Export frame, click Select in the Format box:
    • Locate the Format Templates folder that were downloaded in step 2.
    • Select To Do (tasks) ‐ Export from Amicus Administrator to Clio.tpl
    • Click Open
  5. Back in the To Do's Export frame, click Open in the Export File box:
    • Then selection a location where you want to save the file.
    • In the File Name field, name your file: "Tasks.csv" is recommended. The ".csv" extension makes the data optimal for migrating.
  6. Back in the To Do's Export frame, in the Range area:  
    • To create a calendar listing of the desired date-range:
      1. In the Start Date  box, click the calendar and select the beginning date in which you would like your Task date range to begin.
      2. In the End Date box, click the calendar and select the ending date to use as the cut-off date to complete the date range to include in the export.
    • To export the Tasks for the entire Amicus database:
      1. Click the Team Members…
      2. Click on each Team Member name,  (or select the "All Team Members" option. If you do not include a Team Member, Events created and owned by that member may not be included in the export.)
      3. Then click the “>>” button to add the selection to the Current Selection box.
      4. Then click OK.
      5. Click Export All

 You can check your file by visiting the folder you saved it to, and opening it in Excel. 

 

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 Amicus Administrator (Small Firm Edition) to Clio?

 

 

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