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Is It Possible To Prepare My Data Before A Migration?

Objective:

  • How do I prepare my data before a migration 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

We recommend prior to sending the Migrations Team your data that you review your data. The reason we suggest this is because Clio's Migration Team will not clean your data. If the data was wrongly inputted in the previous system it will appear in Clio in that format We do not remove duplicate. This table details key thinks you should look for in the data 

For a list of required fields check out this article: What are the required fields for a Data Migration? 

 

Data Source Required Fields Things to Review
Contacts First Name, Last Name, and Company Name  Make sure the proper data is in the right column for example that phone numbers aren't in an email address  field
Matters

Matter Status (Open, Pending, Closed), Matter Custom Number, Matter Description, Client

Make sure that the Matter Description isn't blank otherwise your matter will be assigned a description during the import. Make sure Matters have an assigned Client otherwise, they will be assigned to an Unknown Client during the import process. 

We also recommend that you update the Status to Open, Pending, or Closed.

Activities Date, Quantity, Rate, User

Make sure your time entries have an assigned user otherwise they will not import.

If you would like to import data for a user that won't be added to the clip account you Migrations Representative can help you with this 

Calendar Appointments Calendar Summary, Start Date, Start Time, End Date, End Time, Destination/ User Calendar 

We highly recommend making sure that your Events have exported correctly by picking four or five events in the past and in the future to make sure court dates and scheduled meetings are all included.

Any event that does not have a 

Contact Notes Date, Subject and Note Detail Without a Contact or Company name, these notes will not import make sure there are no missing names. If there are missing names then the notes will not be imported
Matter Notes Date, Subject, Matter and Note Detail Without a Matter Number, these notes will not import make sure there are no blank numbers. If there are blank Matter numbers then the notes will not be imported 
Related Contacts Matter, First Name, Last Name, Company Name Review the Matter column in this sheet and ensure there is Matter for each relationship otherwise the
Tasks Status (Pending, Inprogress, complete), Task Name, Due Date, Assigned User

Make sure any tasks that don't have an assigned user are updated with a user.

If you choose not to import them you can remove them from the data, or confirm this with your Migration Specialist and they can remove this information for you 

Balance Forward Balance, User, Date

It is very important to make sure that you review the balances that were exported from your previous system to make sure they are the correct value.

If there are multiple columns with outstanding amounts  identify which amount is to be imported and inform the migration specialist

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