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How to Move a Calendar From One Clio Account to Another?

Objective:

  • Transfer data from one Clio account to another
  • Import events from my Calendar into Clio
  • Clio to Clio migration
  • Import Calendar

Environment:

  • Clio Manage

Additional Information:

  • How to Import an ICS File?
  • How to Import a CSV File?
  • Please note: the success of any data migration depends primarily on the quality of the data set in your original Clio account. Before attempting to migrate your information into a new Clio account, please ensure that your data is consistently formatted and well organized. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

    Note that only an Event's DateStart TimeEnd TimeSummary, and Description can be imported at this time.

Procedure:

If your Events are located in Google Calendar, Office 365, or Outlook Desktop for PC, set up Clio's Calendar sync:

  1. For Google, see here
  2. For Office 365, see here
  3. For Outlook Desktop (for PC), see here 
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