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KCS - Matters Failed to Import

Issue:

  • Error: Matter Description can not be blank.
  • Matters failing when trying to bulk import Matters using the import tool
  • Matter Import Failures

Environment:

  • Clio Web App

Additional Information:

To review the import errors you will need to select the ID under the ID column, which is on the left hand side of the imports page.

Cause:

The Matters that had failed to import do not have information within the Matter Description column of the CSV that was imported.

Resolution:

  1. Select the Undo option on the right hand side of the imports page.
  2. Edit the CSV to populate the Matter Description column for all Matters.
  3. Re-import the Matters into Clio

 

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