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 Manage

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