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Objective:

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

Environment:

• Smokeball

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:

To export Matters:

1. Navigate to the Matters tab in the left-hand side of the Smokeball application window
2. Hover over the column headers and right-click on the any of the columns and check all of the boxes (failure to do this step may slow down the migration progress)
3. Click the Export button at the top of the page
4. Choose the desired save location and click Save to complete the export
   

To export Contacts:

1. Navigate to the Contacts tab in the left-hand side of the Smokeball application window
2. Hover over the column headers and right-click on any of the columns and check all of the boxes
3. Click the Export button at the top of the page
4. Choose the desired save location and click Save to complete the export

To export Tasks:

1. Navigate to the Tasks tab in the left-hand side of the Smokeball application window 
2. Navigate to the top-left side of the screen where you can select a dropdown a User's name
3. Click on that dropdown and select All Staff
4. Hover over the column headers and right-click on any of the columns and check all of the boxes 
5. Click the Export button at the top of the page
6. Choose the desired save location and click Save to complete the export

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 Smokeball to Clio?