2017

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KCS - How to Import Activities

Objective:

  • Upload Time and Expenses
  • Bulk add Expenses and Time Entries

Environment:

  • Clio web app

Additional Information:

- You can import activities in bulk per Clio User. This means that you'll need a separate CSV file of Activities for each User you'd like to upload Activities for

- The CSV file attached below contains the headers you'll need to use to import your Activities successfully into Clio

Procedure:

  1. Go to https://app.clio.com/imports
  2. Click on the green Add button in the top right
  3. In the Import dropdown menu, select "Activities from CSV"
  4. In the User dropdown menu, select the Clio User who will be responsible for the imported entries
  5. With the File field, select the CSV template of Activities that you'd like to import
  6. Click on the green Upload File button

 

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