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How to Export from Filevine

Objective:

  • To download data from Filevine which can be uploaded to Clio
  • Prepare for migration
  • How can I export data
  • Migrate from Filevine to Clio
  • Get information out of Filevine
  • Filevine export to excel

Environment:

  • Filevine

Additional Information:

Please note that 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:

Please note: The process is identical for all reports the only thing that will change is the report you select.

Contacts:

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Contacts for all Contacts or List of Clients for Clients only.
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.mceclip0.png
  4. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  5. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. mceclip4.png
  6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.mceclip1.png

Matters: 

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Projects
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.mceclip0.png
  4. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  5. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. mceclip4.png
  6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.mceclip1.png

Notes:

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Notes
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. mceclip0.png
  5. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  6. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. mceclip4.png
  7. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.mceclip1.png

Tasks:

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Tasks
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. mceclip0.png
  5. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  6. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. mceclip4.png
  7. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.mceclip1.png

 

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