How to Export Data from Clio

Objective

The main aim of this article is to help you in exporting data from Clio.

Note:

Achieving the finest data transfer totally depends upon the formatting and structuring of the data. Always ensure that the data is well-formatted, organized, secure, and had an accurate backup.

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Export from Clio Manage

Documents

1. In Clio, click the Documents tab

2. Select all Files or Folders you wish to Download by checking the boxes next to them

3. Click Download

Tasks

1. Click on Tasks

2. The Filters section on the right can be used to add specific criteria to your search

3. Select the filters and click Apply

4. Click on Export and select the export format 

5. Click on Export

Contacts

1. Visit the Clio Export Page to export contacts

North American accounts, click here.

UK and EMEA accounts, click here.

Canadian accounts, click here.

2. Next to Contacts, click Excel-ready CSV

Matters and Custom Field 

1. Go to the Matters tab

2. You can apply filters to restrict the Matters you wish to export

3. Under Columns, you can add up to 5 Custom Fields 

4. Click on Export

5. Select an export format:

   • Choose CSV when importing into Excel

   • You can migrate two Clio accounts by using a CSV file

   • Choose, a PDF for exporting into a readable format

6. Choose a column layout if CSV was selected in step 5

7. Click on Export

Calendar Events

1. Click on Calendar

2. Then, click on the More button and then click on Calendar Feeds

3. Click the Download Calendar> ics link for the Calendar you wish to export

Related Contacts

1. Visit the Clio Export Page to export-related contacts

North American accounts, click here

European accounts, click here

2. Next to Contact related matters, click Excel-ready CSV

3. A download will automatically start.

Time Entries

1. Click on the Activities tab in Clio

2. Next to Time Entries, click Excel-ready CSV

3. At the bottom of the page, click Export Time Entries

Expenses 

1. Click on the Activities tab in Clio:

   • Click here for North American accounts

   • Click here to access European accounts

2. Click on the Expense Entries sub-tab

3. Click on Export

4. You can choose either a PDF or a CSV option

5. To export, click the blue button

Bills

1. Go to the main Billing tab

2. Apply Filters

3. Select the invoice that you want to print by checking the boxes in the corresponding rows

4. Beside Send Click on the small arrow dropdown 

   •  Click on Print to Download one large PDF with all selected Bills

   • Click on Download to Download individual PDFs for each selected Bill

Communications Logs

1. In the navigation bar, click Communications

2. Select All, Email, or Phone and click on Export 

3. Choose to Export enabled columns or Export all columns

4. Click on Export

Internal Messages

1. Click on the Communications tab

2. Click on Internal Messages

3. To print a message, click its Subject

4. Click on Print

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