KCS - What Data Can I Migrate from ACT! (Sage)

 

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Objective:

  • Migrate from ACT! (Sage)
  • Export data from ACT! (Sage)
  • ACT! (Sage) migration
  • Import data from ACT! (Sage)
  • Get data from ACT! (Sage) to Clio 

Environment:

  • Clio Web App
  • ACT! (Sage)

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 ACT! (Sage) and imported into Clio: 

  • Contacts
  • Calendar
  • Tasks 

Related Content:

What about the information that isn't covered in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from ACT! (Sage)?

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