Migrating Data From Your Current Software [A-B]

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This article explains what data can be migrated from your current practice management software and how to export the data from that software. Software applications starting with the letters A and B are listed below.

 

Abacus

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters 
  • Calendars
  • Tasks
  • Related contacts
  • Contact notes
  • Matter notes
  • Emails

 

Abacus Sky

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Calendar/Tasks (exports to the same "Events" file)
  • Matter notes
  • Contact notes

 

ACT!

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Activities as Calendar
  • Notes
  • History as Notes

 

ActionStep

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Related Contacts
  • Tasks

Note: If you provide a full backup of your data, we may be able to bring over matter notes, contact and matter custom fields, and email.

 

Aderant

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Tasks
  • Calendar

 

AdvologiX

What can I migrate? How do I migrate my data?
  • Contact Listing
  • Matter Listing
  • Calendar

Important: Users with the Data Export permission can view all exported data and all custom objects and fields in the Export Service page. This permission is granted by default only to the System Administrator profile because it enables account-wide visibility.

 

Amicus (Attorney Premium)

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Related Contacts
  • Calendar
  • Tasks
  • Notes
  • E-Mail Communications
  • Phone Communications
  • Unbilled Time
  • Unbilled Expenses

Note: Depending on the data, we may also be able to migrate balances forward/outstanding balances.

 

Amicus (Cloud/Online)

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Related contacts
  • Notes
  • Unbilled time entries
  • Unbilled expense entries
  • Calendar
  • Tasks
  • *Outstanding Balances (This depends on accuracy of data).

 

Amicus (Small Firm Edition)

What can I migrate? How do I migrate my data?
  • Matters
  • Contacts
  • Calendars
  • Tasks

 

AppColl

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Tasks
  • Unbilled time entries
  • Unbilled expense entries

 

Basecamp

What can I migrate? How do I migrate my data?
  • Contacts

 

BestCase

What can I migrate? How do I migrate my data?
  • Contacts
  • Documents

Note: Depending on the data, we may also be able to migrate matters.

 

BigTime

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters

Note: Depending on the quality of your data, we may be able to migrate related contacts, unbilled time and expenses, and tasks.

 

Bill4Time

What can I migrate? How do I migrate my data?
  • Contacts
  • Matters
  • Unbilled time entries
  • Unbilled expense entries

Note: Depending on the quality of your data, we may be able to migrate accounts receivable data. Accounts receivables are derived from the Invoice.csv file with "Unpaid" status and may not accurately provide a true outstanding balance since payments are not being applied to these amounts. Additionally, we cannot migrate outstanding balances when multiple matters are invoiced on one bill. These will need to be entered into Clio manually for each matter. Learn more here.

 

Billings Pro

What can I migrate? How do I migrate my data?
  • Clients
  • Matters
  • Activities (unbilled time entries)

 

BillQuick

What can I migrate? How do I migrate my data?
  • Clients
  • Matters

 

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