KCS - How to Import Tasks

 Objective:

  • Upload Tasks
  • Bulk add Tasks
  • Clio to Clio migration

Environment:

  • Clio Web App
  • Imports

Additional Information:

The CSV file attached below contains the headers you will need to use to import your Tasks.

Note that for the "complete" column:

  • An incomplete Task should be listed with a "0" value
  • A completed Task should be listed with a "1" value

Procedure:

  1. Go to:
    https://app.clio.com/imports if you are in Previous Clio
    https://app.clio.com/nc/#/settings?path=imports if you are in New Clio
    https://app.goclio.eu/imports if you are apart of the EMEA 
  2. Click Add
  3. In the Import dropdown menu, select Tasks from CSV
  4. In the User dropdown menu, select the Clio User who will be responsible for the imported entries
  5. With the File field, select the CSV template of Tasks that you'd like to import
  6. Click Upload File

 

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