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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, unless it's actually part of the matter name)
  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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