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Source
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Connect
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Preview
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Migrate
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Complete

Select your source system

Choose the platform you want to migrate data from into Citelock.

Exterro
Matters · Custodians · Holds · Docs · Searches
✓ Fully supported
ZDiscovery
Matters · Custodians · Holds
Coming soon

Connect to Exterro

Enter your Exterro API credentials. The migration runs server-side — credentials are never stored.

Format: https://<tenant>-api.exterro.net
Your Exterro login username (integration user recommended)
Credentials are used only for this session — never stored
Entities to migrate
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Preview

Records found in Exterro — nothing has been written to Citelock yet.

Exterro → Citelock
Counting records in Exterro…

Migration running

Running

Do not close this tab. Progress is checkpointed — if interrupted, you can resume.

0:00 elapsed
Live Progress
Entity Est. Total Done Failed Progress
✓

Migration complete

Summary
Entity Total Migrated Failed
Go to Dashboard →
Danger Zone
Clear entire instance
Permanently delete every record in this Citelock instance — all matters, custodians, holds, documents, audit logs, and user accounts including your own. Migration checkpoints will also be removed. You will be logged out and need to register again. This cannot be undone.