Migrating Data From Your Current Software [A-B]

1. Log in to Abacus.
2. Click File.
3. Select Utilities > Backup > Backup.
4. Check that the Destination is set to your preferred location.
5. Click Backup.
   • A backup file in the form of LAW_XXX.zip will be created and stored in the selected directory. The "X" within the file name refers to the backup number.

Option 2: Export your data

1. In Abacus, go to File > Reports.
2. Select one of the following: Names, Calendar, Matters, Matter Notes, or Name Notes.
3. Click New Report.
4. Enter a new name for the report (e.g. Clio Contact Export) and click OK.
5. In the upper left of the screen, click Add.
6. Click Run.
7. Click Comma Delimited.
8. Click Ok and then save the file.
9. Search for law9.adt  or law9.dbf in the Abacus folder on your computer.

1. Log in to Abacus.
2. Click File.
3. Select Utilities > Backup > Backup.
4. Check that the Destination is set to your preferred location.
5. Click Backup.
   • A backup file in the form of LAW_XXX.zip will be created and stored in the selected directory. The "X" within the file name refers to the backup number.

Step 2: Export your data

1. In Abacus, go to File > Reports.
2. Select one of the following: Names, Calendar, Matters, Matter Notes, or Name Notes.
3. Click New Report.
4. Enter a new name for the report (e.g. Clio Contact Export) and click OK.
5. In the upper left of the screen, click Add.
6. Click Run.
7. Click Comma Delimited.
8. Click Ok and then save the file.
9. Search for law9.adt  or law9.dbf in the Abacus folder on your computer.

1. Log in to your database as an Administrator or a Manager level Act! user.
2. Click File > Back Up > Database...
3. Click Browse..., then find the location where you will save the backup.
4. Give the file a new name (if desired), and then click Save.
5. Uncheck Include Attachments. These are not included in the migration.
6. Choose whether you want to password-protect the database backup file.
7. Click OK to begin backing up the items into a .ZIP file.
8. Once the backup is completed and the confirmation window appears, click OK to complete the backup process. 

The following article outlines the above steps in greater detail: How to backup and restore an Act! database.

1. Select the Action checkbox to export Matters.
2. Select the Participant checkbox to export Contacts.
3. Select the Action Participant checkbox to export Related contacts.
4. Select the Task checkbox to export Tasks.
5. Run the report.

1. Open SQL Server Management Studio Express and connect to the SQL server.
2. Expand Databases.
3. Right-click on the database you want to back up, then select Tasks > Back up. (This is not available for version 2018/2019).
4. On the Back Up Database window, make sure the Database field contains the name of the database you want to back up.
5. Under Backup Type, select Full.
6. Click Remove to remove the default/last backup file name.
7. Click Add to open the Select Backup Destination window.
8. Click [...] next to the File Name field.
9. On the Locate Database Files window, select the folder where you want the backup file to go. By default, it is ..\Microsoft SQL Server\MSSQL.1\MSSQL\Backup.
10. In the File Name field, type the name for this backup, with a .bak extension. For example, xyz_20080221.bak for a backup of the XYZ database created on 21 February 2008.
11. Click OK to close the Locate Database Files window.
12. Click OK to close the Select Backup Destination window.
13. Click OK to start the backup. The progress icon displays in the lower-left corner, and a completed successfully message displays when it is done.

1. Click Your Name | Setup | Data Management | Data Export and Export Now or Schedule Export. The Export Now option prepares your files for export immediately. This option is only available if enough time has passed since your last export. The Schedule Export option allows you to schedule the export process for weekly or monthly intervals.
2. Select the desired encoding for your export file.
3. Select Include in export to include attachments in your export data.
4. Select Replace carriage returns with spaces to have spaces instead of carriage returns or line breaks in your export files. This may be useful if you plan to use your export files for importing or other integrations.
5. If you are scheduling your export, select the frequency (only available for organizations with monthly exports), start and end dates, and time of day for your scheduled export.
6. Select the types of data to include in your export. We recommend that you include all data if you are not familiar with the terminology used for some of the types of data. Note the following:
   • • Formula and roll-up summary fields are always excluded from exports.
     • If your organization uses divisions, data from all divisions is included in the export.
     • If your organization uses person accounts and you are exporting accounts, all account fields are included in the account data.
     • If your organization uses person accounts and you are exporting contacts, person account records are included in the contact data. However, the contact data only includes the fields shared by contacts and person accounts.
     • For information on field limitations, see the Salesforce Field Reference Guide.
7. Click Start Export or Save.

1. Confirm that all users are logged out of Amicus.
2. Navigate to the Firm Settings view of the Office module.
3. Select Maintenance > Utilities.
4. Under the Backup section, click Browse.
5. Select the location where you will save your backup. The location must be on the same drive as your server.
6. Click Apply.
7. Click Backup Now. The backup can take a significant amount of time depending on the size of the database. 
8. Once the database backup is complete, navigate to the location you selected. You will see files with the following format (you may have up to 5 file): BcAmicus_XXXX_XX_XX_XX_XX_XX.bak
9. Provide your database backup files to your data migration specialist ahead of the export call to accelerate the migration process.

• The Amicus Cloud interface does not have export functionality. You can request a backup of your data in .bacpac (Microsoft Azure database) format from Amicus.

1. Log in to Amicus Small Firm.
2. Go to File > Reports.
3. Run a report for each desired export:
   • Contacts
   • Matters
   • Calendars
   • Tasks
4. Save the files with a .csv extension to open them in excel.

1. Log in to AppColl.
2. Go to the main page.
3. Click Export and select CSV.

1. Go to the Account page.
2. Click Set Up or Download and Export.
3. Select All Active Projects.
4. You will receive an email when the export is complete. 

You can export your client list and some matter information from Best Case into CSV format. A CSV file can be opened in Excel and used for mailing or tracking purposes.

1. From the Client List, navigate to the menu bar and select File/Export Client List.
2. Click Report.
3. Filter the contacts list using active/closed status and date ranges if needed.
4. Export list into CSV.
5. Choose the folder destination where you want to save the CSV file. Best Case automatically names the file BestCaseClients.csv, but you can change the name by editing the File Name field.

1. At the top menu bar, select Reports.
2. Select Report Center.
3. Click the Magnifying Glass button.
4. Choose Create your Report.
5. Select Matter List from the options.
6. Check any relevant boxes on the right-hand side.
7. Click the Click Here link in the bottom right corner.
8. Enter a name for you report as well as the relevant report group and click OK.
9. Select Reports from the top menu bar.
10. Click Report Center.
11. Select the report you created.
12. Click Export and choose XLS from the dropdown.
13. Repeat the above steps for matters.

1. On the top right, click your Name.
2. Select Settings.
3. Click Export Data on the top right.
4. Click Create Zip File.
5. Depending on your browser, you may be asked to either Open or Save to your computer. It may also automatically save your zip file in you Downloads.
6. Once done, the export will export to a zip file. Open the zip file and verify that the data looks approximately correct.

1. Go to File > Export > Export to all TSV.
   • The download will provide several exports in .txt format.
2. Import into Excel using the text converter (Data - From Text).

Contacts

1. Click Reports.
2. Under Reports Group, select Master Information List.
3. Click Client Address and phone details by group. 
4. Click export.
5. Select CSV.

Matters

1. Click Reports.
2. Under Reports Group, select Master Information List.
3. Click on Project Details By Client.
4. Click export.
5. Select CSV.