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How to Import Data into Matter Custom Fields


  • Bulk populate Matter Custom Fields 
  • Import Matter Custom Fields through a CSV
  • Bulk upload data to custom fields


  • Clio Manage

Additional Information:

  • This can only be performed when your Matters already exist in Clio
  • When updating the column headers, remove the wording "Custom Field" and replace it with the Custom Field name. Custom Field names must be an exact match (including spacing) to those in Clio. 
  • The matter must be an exact match to the Matter Display Number in Clio
  • If importing Custom Field data to a large number of existing Matters, export your matter list into a separate CSV and copy and paste the Matter Display Numbers into column A
  • This import only works for blank Custom Fields and will not change any information that is already entered in Custom Fields
  • Checkbox values should be True (Checked) or False (Unchecked)
  • Empty fields will not be imported
  • **(On the Imports page, the State will change to Complete once the import is finished. The Successes will remain at 0 and you may see Failures as no new Notes were imported, however the data has been added to each field**
  • The Custom Field must not be set as Required before importing the Custom Field data. If the Custom Field is set as Required, this must be adjusted within the Custom Field Settings before importing the CSV


  1. Create the relevant Custom Fields in Clio (if they do not already exist)
  2. Download the attached template
  3. Update the headers to exactly match the name of each Custom Field to which you are importing
  4. Populate column A with your matters' display numbers (this is the full matter name)
  5. Add Custom Field data
  6. Save the file in CSV format
  7. Go to https://app.clio.com/imports
  8. Click Add
  9. From the Import dropdown box, select Notes from CSV
  10. Click Choose File
  11. Locate to the prepared Custom Field CSV file on your computer
  12. Click Upload File


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