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How to Export Data from Clio Manage for a Clio to Clio Data Migration

Objective:

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

Environment:

  • 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:

  • Login to Clio Manage (User must be an Administrator)
  • Locate the exports page
    • For North American accounts, click here
    • For Canadian accounts, click here (if this link does not work for you, try the North American link above)
    • For European accounts, click here
  • Click Excel ready CSV next to the following:
    • Calendar Entries
    • Communications
    • Contact Notes
    • Contact Related Matters
    • Contacts
    • Expense Entries
    • Matter Notes
    • Matters
    • Tasks
    • Time Entries
  • For Outstanding Balances, an Accounts Receivable report will need to be downloaded
    • Go to Reports
    • Click on Accounts Receivable
    • Change the Output Format to CSV
    • Click Generate Report

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 Clio Manage to Clio?

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