KCS - How to Import Activities

Objective:

  • Upload Time and Expenses
  • Bulk add Expenses and Time Entries
  • Import Time Entries
  • Import Expenses
  • How to import Time Entries 

Environment:

  • Clio web app

Additional Information:

The CSV file attached below contains the template that you'll use to import Activities into Clio. For further information on the format, see here.

Note that Activities:

  • Will appear as unbilled when imported into Clio.
  • Must be imported on a per user basis into Clio. This may require breaking up Activities into separate CSVs for each user.

Procedure:

  1. Open Clio's Import page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Add
  3. Under Import select Activities from CSV
  4. Under User select the Clio User who should be associated to the imported entries
  5. Click Choose File
  6. Select the Activity file you wish to import
  7. Click Upload File
  8. Wait for the State of the Activities import to reach Complete

 

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