Objective:

Migrate from Smokeball
Export data from Smokeball
Smokeball migration
Import data from Smokeball
Get data from Smokeball to Clio

Environment:

Clio Web App
Smokeball Desktop App

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.

Answer:

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

Contacts
Matters
Calendars (via Outlook sync - must have an Office 365 Business license or be using Outlook Desktop on Windows)

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!

How to Export Data from Smokeball