KCS - How to Import Data into Matter Custom Fields

Objective:

  • Bulk populate Matter Custom Fields 
  • Import Matter Custom Fields through a CSV

Environment:

  • Clio Web App

Additional Information:

  • This can only be performed when your Matters already exist in Clio
  • Custom Field names must be an exact match (including spacing) to those in Clio
  • 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 as no new Notes were imported, however the data will still be added to each field
  • The Custom Field must not be set as Default or Required before importing the Custom Field data. If the Custom Field is set as either Default or Required, this must be adjusted within the Custom Field Settings before importing the CSV

Procedure:

  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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