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How to Export Data from 17hats

 

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Objective:

  • Get my data out of 17hats
  • Migrate from 17hats
  • Export from 17hats
  • 17hats migration
  • Get data from 17hats to Clio 

Environment:

  • 17hats
  • Clio Manage

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:

  • Navigate to the Contacts tab on the left windowpane
  • You can filter contacts to include "All", "Clients", "Leads" and "Archived" contacts on the top right.
  • Click the gear icon next to the filter options to the right.
  • Click on Export Contacts
  • A csv file will be in downloads

 

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from 17hats to Clio?

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