- What information needs to be included in my data for a migration?
- What Are the Required Fields for a data migration?
- Clio Manage
Before migrating your data to Clio we strongly recommend driving the data from your previous system. The table below acts as a guide to understand what are the required fields for a successful data import to your Clio Manage account.
If you have any questions it is important to ask your Migrations Expert prior to submitting the data to Clio for processing
Required Fields - If these fields are not populated then the data assigned to that entry will not import. If required are not populated the data import will not be successful.
Other fields - these are fields that data can be migrated to once the required fields are populated.
Important Information - highlights the implications of not having the required field populated.
|Data Source||Required Fields||Other Fields||Important Information|
|Contacts||First Name, Last Name, and Company Name||Street, City, State, Country Notes and Custom Fields|
Matter Status (Open, Pending, Closed), Matter Custom Number, Matter Description, Client
|Open Date, Close Date, Responsible Attorney, Originating Attorney, Statute of Limitations, Custom Fields||Matter Status must be set to Open, Pending, or Closed. If it is not then the Matters will not import|
|Activities||Date, Quantity, Rate, User||Matter, and Activity Category||
Clio will only migrate Unbilled Time and Expense Entries
If there is no user assigned to the Time/Expense entry then those entries will not be imported
|Calendar Appointments||Calendar Summary, Start Date, Start Time, End Date, End Time, Destination/ User Calendar||Description|
|Contact Notes||Date, Subject and Note Detail||Author|
|Matter Notes||Date, Subject and Note Detail||Author|
|Related Contacts||Matter, First Name, Last Name, Company Name||Relationship|
|Tasks||Status (Pending, Inprogress, complete), Task Name, Due Date, Assigned User||Description, Matter||
Tasks must have a status of Complete, In-progress, or Pending. If they don't they will not be imported
If no User is defined Clio will assign the Tasks to the user signed in
|Balance Forward||Balance, User, Date||Description, Activity Category||Clio will assign a default description Balance Forward to these entries|