Migrating from Clio

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

Each of the Exports Below are completed from the corresponding tab in Clio. The bottom of this page contains a spreadsheet that maps Clio's export column headers to the corresponding Bill4Time import fields, making it easy to format your data correctly.

Clients (Contacts in Bill4Time)

Select the Clients you would like to export, and press the export button, you will want these to export to CSV. Filter the Contacts to Clients Only, export ALL (people and companies) Watch a video on formatting data for import.

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

Contacts
Clio lists clients and contacts in the same table.  By exporting all, then adding a filter and sorting the Client Column by True/False.  Delete Trues, these will be imported as clients.

Time Entries: Activities
On the Time Entries tab, choose the Activities tab.  Then export.

Expense Entries: Activity
On the Activities tab, choose the Expense tab.  Then export.

Starting Balances
We recommend running a "Client Ledger Report" or "Matter Balance Summary Report" to obtain this information.