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How to Export Data from eXpd8 [Expediate]

 

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Objective:

  • Get my data out of eXpd8 
  • Migrate from eXpd8 
  • Export from eXpd8 
  • eXpd8 migration 
  • Get data from eXpd8 to Clio 

Environment:

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:

Contacts

  1. Click File in the top left corner
  2. Select Reports
  3. Under Choose a Report Type click the + sign on Contacts
  4. click All Contacts
  5. Click Export as CSV
  6. File may export as .txt file. If so, change the extension type to .csv

Matters

  1. Click File in the top left corner
  2. Select Reports
  3. Under Choose a Report Type click All Files
  4. Click Export as CSV
  5. File may export as .txt file. If so, change the extension type to .csv

 

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 eXpd8 to Clio

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