Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How to Export Data from INSZoom

Thinking about trying Clio? Try it for free!

Have some questions? Contact us via email or phone at 1-888-858-2546 ext 1.

Objective:

  • Get my data out of INSZoom
  • Migrate fromINSZoom
  • Export fromINSZoom
  • INSZoom migration
  • Get data fromINSZoom to Clio

Environment:

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.

Currently the AdHoc report is the best way to export data from INSZoom. Clients may need to request access to this report option and should contact INSZoom directly if the report is not available under the Reports 1.0 menu.

Procedure:

Contacts

  1. Log in to INSZoom
  2. Select Reports in the left navigation bar
  3. Select Reports 1.0
  4. Select Adhoc Reports from the list of Reports
    Note: If you do not see Adhoc Reports in the list the client may have to contact INSZoom to request access to the Adhoc reporting functionality.
  5. Select Add Template
  6. Enter a name for the Template "Clio Contact Export" and save
  7. Add the Input Columns (** Maximum of 100 columns per report) 
    These are the columns you will use as Filters such as Client Status
    1. Select Attach/Remove Columns above the Input Columns box
    2. Choose Client from the Find In dropdown
    3. Choose the Columns in the Removed Columns list (Left Side)
    4. Select the Add button to move them to the Attached Columns list (Right Side)
    5. Select Save
  8. Add the Export Columns (** Maximum of 100 columns per report)
    These are the columns that will be exported for the Contact
    1. Select Attach/Remove Columns above the Output Columns box
    2. Choose Client from the Find In dropdown
    3. Choose the Columns in the Removed Columns list (Left Side)
      Be sure to include 'Client ID' as this will link the contact to the Matter
    4. Select the Add button to move them to the Attached Columns list (Right Side)
    5. Select Save
  9. Run the report
  10. Select the value(s) for the Input Columns you added to filter the report accordingly
  11. Select Get Report **ensure popups are not blocked
  12. Select Click Here to download the report as an excel/csv file from the popup window  

Matters

  1. Log in to INSZoom
  2. Select Reports in the left navigation bar
  3. Select Reports 1.0
  4. Select Adhoc Reports from the list of Reports
    Note: If you do not see Adhoc Reports in the list the client may have to contact INSZoom to request access to the Adhoc reporting functionality.
  5. Select Add Template
  6. Enter a name for the Template "Clio Matter Export" and save
  7. Add the Input Columns (** Maximum of 100 columns per report) 
    These are the columns you will use as Filters such as Case Status
    1. Select Attach/Remove Columns above the Input Columns box
    2. Choose Case from the Find In dropdown
    3. Choose the Columns in the Removed Columns list (Left Side)
    4. Select the Add button to move them to the Attached Columns list (Right Side)
    5. Select Save
  8. Add the Export Columns (** Maximum of 100 columns per report)
    These are the columns that will be exported for the Contact
    1. Select Attach/Remove Columns above the Output Columns box
    2. Choose Case from the Find In dropdown
    3. Choose the Columns in the Removed Columns list (Left Side)
      Be sure to include 'Client ID' as this will link the contact to the Matter
    4. Select the Add button to move them to the Attached Columns list (Right Side)
    5. Select Save
  9. Run the report
  10. Select the value(s) for the Input Columns you added to filter the report accordingly
  11. Select Get Report **ensure popups are not blocked
  12. Select Click Here to download the report as an excel/csv file from the popup window  

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 INSZoom to Clio?

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality