Export data from Clio

Import Overview: This article covers the types of imports we offer and the data included in each. 

Import Process: This article covers the overall import process.

Exporting your Data: The export page in Clio is the easiest way to export your data.  Link to Clio Export Page Settings>Export Page

Clients

Select the Clients you would like to export, and press the export button, you will want these to export to CSV.

Matters
Select the Matters you would like to export, and press the export button, you will want these to export to CSV.
Contacts
If you have just a general list of contacts, you will get this data from the “Contacts” options on Clio's export page. If you have any contacts that you’ve already tied to specific Matters in your system, you will want to pull the “Contact Related Matters” option on your Export page as well.

Time Entries
You can download a copy of your account's time entries from the "Time Entries" option on the Clio Export page. You will need the backdate this while setting up the export, to make sure that it is pulling your full list of entries. If you are importing all of your historical time entries, we recommend keeping your files less than 50,000 entries or rows.  You can achieve this by exporting by groups of years (IE 2020-2021

Please note: If your time entries are uploaded as "Billing Complete" status, they act as a placeholder in the system - simply recorded for your reference. If they are uploaded as "Ready for Billing" you would be able to pull them into invoices and essentially recreate your invoicing from previous systems in your Bill4Time account.

Expense Entries
Click on "Expense Entries" option to download a copy of your account's expenses.

Starting Balances
Clio does not have any data in the exports section that would provide you with your client's starting balances. We recommend running a "Client Ledger Report" or "Matter Balance Summary Report" to obtain this information.