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How To Export From Infusion Soft

Objective:

  • Get my data out of Infusion Soft
  • Migrate from Infusion Soft
  • Export from Infusion Soft
  • Get data from Infusion Soft to Clio

Environment:

  • Infusion Soft

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.

Procedure:

Contacts/Matters:

  1. Navigate to the top left of the page and click on the area with three horizontal lines
  2. In the dropdown click on Contacts.
  3. Filter the Contacts to include Clients or Entire Contacts
  4. Click on Actions on the mid left of the page.
  5. In the dropdown click on Export.
  6. Choose columns that needs to be exported.
  7. Select Delivery method of exported data. (Email or Download)
  8. Select the file type for export (CSV, excel)
  9. Click Process.

What data can I migrate from InfusionSoft? 

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