Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

• Get my data out of Abacus
• Migrate from Abacus
• Export from Abacus
• Abacus migration 
• Get data from Abacus to Clio 

Environment:

• Abacus

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.

Procedure:

1. Choose File
2. Click Reports (Names Calendar Matters Matter Notes or Name Notes)
3. On The “Names Report Control” pop up select Report (Names List)
4. Click Add
5. Give Name such as Clio Contact Export
6. Click Done
7. Choose Columns – 1 Line per record
8. Select Add
9. Right Click and Tag All
10. Hit OK
11. Choose Yes to all Select an Option pop-ups
12. Choose Run
13. Select Data Merge File
14. Choose Comma Delimited
15. Hit Ok
16. Save file

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!

What data can I migrate from Abacus to Clio