- Clio to Clio data import
- Old Clio account to new account
- Clio account merge
- Clio to Clio Migration
- Clio Web App
Please note that the success of any data migration depends primarily on the quality of the data set.. 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 us before proceeding.
Yes, data can be exported from one Clio account and imported into another.
Firstly, you will need to export the data from the source account:
Once the export is complete, you can import the data set into the new Clio account. In order to do so:
- Ensure that you are logged into the destination Clio Account
- Go to app.clio.com/imports
- For additional information, please see Importing Contacts & Data