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How Do I Bulk Import Tasks into Clio?

Objective:

  • Import Related Contacts into Clio Manage
  • Bulk upload Related Contacts into Clio Manage
  • Add Related Contacts Information to the spreadsheet template 
  • Populate Related Contacts CSV for import into Clio

Environment:

  • Excel
  • Clio Manage

Additional Information:

  • Do not modify the column headers as they are mapped into Clio
  • Tasks must be imported on a per user basis into Clio. This may require breaking up Tasks into separate CSVs for each user. The user must have an active subscription.

Procedure:

  1. Open this template
  2. Populate the spreadsheet with your Tasks information:
    • subject: Enter the subject of the task
    • due_date: Enter due date in MM/DD/YYYY format
    • complete: Enter "1" for completed tasks, and "0" for incomplete tasks
    • description: Enter the description of the task
    • matter: Must be an exact match for a Matter Display Number in Clio (excludes the description)
  3. Save the file in CSV format
  4. Import the file by following the following steps:
    • Open Clio's Import page:
      • For North American accounts, click here
      • For European accounts, click here
    • Click Add
    • Under Import select Tasks from CSV
    • In the User dropdown menu, select the Clio User who will be responsible for the imported entries
    • Click Choose File
    • Select the CSV file you saved in step 3
    • Click Upload File 
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