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What Data Can I Migrate from My Invoice Estimates Deluxe 10.0 to Clio?

 

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Objective:

  • Migrate from My Invoice Estimates Deluxe 10.0
  • Export data from My Invoice Estimates Deluxe 10.0
  • My Invoice Estimates Deluxe 10.0 Migration
  • My Invoice Estimates Deluxe 10.0 Migration
  • Import data from My Invoice Estimates Deluxe 10.0
  • Get data from My Invoice Estimates Deluxe 10.0 to Clio 

Environment:

  • Clio Manage
  • My Invoice Estimates Deluxe 10.0

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.

Answer:

Typically, the following data can be exported from My Invoice Estimates Deluxe 10.0 and imported into Clio: 

  • Contacts
  • Matters
  • Customer List (for address information)

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 My Invoice Estimates Deluxe 10.0?

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