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- Migrate from ACT! (Sage)
- Export data from ACT! (Sage)
- ACT! (Sage) migration
- Import data from ACT! (Sage)
- Get data from ACT! (Sage) to Clio
- Clio Web App
- ACT! (Sage)
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.
Typically, the following data can be exported from ACT! (Sage) and imported into Clio:
- Contact Notes