Migration Templates – Clio Help Center

Objective:

Find and download sample Migration Excel (CSV) templates
Get an example of the import data
Correctly format data for import into Clio
Data Migration
Migration Templates

Environment:

Clio Manage
Microsoft Excel

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

The below templates can be used to import data into Clio using the Import page. When importing data, Contacts must be imported before Matters to ensure proper linking.

Templates	How-to
Contacts	How Do I Fill Out The Contacts Import Template?
Matters	How Do I Fill Out The Matters Import Template?
Activities	How Do I Fill Out The Activities Import Template?
Calendar Appointments	How Do I Fill Out The Calendar Appointments Import Template?
Contact Notes	How Do I Bulk Import Contact Notes into Clio?
Matter Notes	How Do I Bulk Import Matter Notes into Clio?
Contact Custom Fields	How Do I Bulk Import Contact Custom Fields into Clio?
Matter Custom Fields	How Do I Bulk Import Matter Custom Fields into Clio?
Related Contacts	How Do I Bulk Import Related Contacts into Clio?
Tasks	How Do I Bulk Import Tasks into Clio?
Balance Forward	How Do I Bulk Import Balances Forward into Clio?