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What Data Can I Migrate from Zoho to Clio?

 

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Objective:

  • Migrate from Zoho
  • Export data from Zoho
  • Zoho migration
  • Import data from Zoho
  • Get data from Zoho to Clio 

Environment:

  • Clio Web App
  • [program]

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.

  • Additional information can be extracted from a data backup of the system. You can retrieve your backup by contacting Zoho Support directly 

Answer:

Typically, the following data can be exported from Zoho and imported into Clio when using the reports functionality:

  • Contacts
  • Matters
  • Notes

 

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!

How to export data from Zoho?

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