Collect eCheck and card payments directly through Clio. Find out how.

How To Export From Centerbase

Thinking about trying Clio? Contact us by email at sales@clio.com or phone at 1-888-858-2546 ext 1.

Objective:

  • Migrate from Centerbase
  • Export data from Centerbase
  • Centerbase migration
  • Import data from Centerbase
  • Get data from Centerbase to Clio 

Environment:

  • Centerbase

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. 

If the client is expecting more than Contacts and Matters they will need to contact Centerbase and request a backup of their data. The data is typically sent to them in .csv format and contains more than just Contacts and Matters.

Procedure:

To Export Contacts:

  1. Select Contacts from the Menu on the left
  2. Click the cog icon and check all available boxes.
  3. Click the Download Excel button

To Export Matters:

  1. Select Matters from the Menu on the left
  2. Click the cog icon and check all available boxes.
  3. Click the Download Excel button 

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 Centerbase?

 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality