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What Data Can I Migrate from Centerbase?

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Objective:

  • Migrate from Centerbase
  • Export data from Centerbase
  • Centerbase migration
  • Import data from Centerbase
  • Get data from Centerbase to Clio 

Environment:

  • Clio Manage
  • Centerbase

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.

Answer:

Typically, the following data can be exported from Centerbase and imported into Clio: 

  • Contact Listing
  • Matter Listing
  • Notes (**)
  • Calendar (**)
  • Tasks (**)
  • Email (**)
  • Outstanding Balances (**)
  • Un-billed Time Un-billed Expenses (**)

(**) This data can not be exported from the Centrebase software directly. The Client can contact Centerbase and request a backup of their data. The data is typically sent to them in .csv format and contains more than just Contacts and Matters as outlined above.

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