Thinking about trying Clio? Try it for free!
- Migrate from Infusion Soft
- Export data from Infusion Soft
- Infusion Soft migration
- Import data fromInfusion Soft
- Get data fromInfusion Soft to Clio
- Clio Manage
- Infusion Soft
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.
Typically, the following data can be exported from Infusion Soft and imported into Clio:
- Matters (Derived from contacts)