How Do I Fill Out The Activities Import Template?

Objective:

• Import Activities (Time and Expense Entries) into Clio Manage
• Bulk upload activities (Time and Expense Entries) into Clio Manage
• Add Activities (Time and Expense Entries) to the spreadsheet template 
• Populate Activities CSV for import into Clio

Environment:

• Excel
• Clio Manage

Additional Information:

• Do not modify the column headers as they are mapped into Clio
• Activities will appear as unbilled when imported into Clio.
• Activities must be imported on a per user basis into Clio. This may require breaking up Activities into separate CSVs for each user. The user must have an active subscription.
• Activity Categories can be Imported as part of the Activities Import (through the activity_description field). A new one will be created if it is not an exact match to an Activity Category already in Clio.

Answer:

1. Open this template
2. Populate the spreadsheet with your Activities information:
   • matter: Must be an exact match for a Matter Display Number in Clio (this would be the full matter name, not including what comes after the colon, i.e. not the Matter description)
   • date: Must be in the date format saved in your Clio Settings (either MM/DD/YYYY or DD/MM/YYYY)
     • Make sure to use a 4 digit year, or else entries may import as "05/05/0019" instead of "05/05/2019"
   • activity_description: Must be an exact match for an Activity Category in Clio or a new one will be created (can optionally be left blank)
   • note: Corresponds to the Description field in Clio
   • price: Rate (or value of each Expense)
   • quantity: Duration for Time Entries; Quantity for Expenses
   • type: Can be left blank for Time Entries or populated with ExpenseEntry for Expenses
   • activity_user: Must be an exact match for a User in Clio or can be left blank and selected during the import if all entries are for the same person
   • non_billable: Must be 'yes', 'true', 'y', or '1' to mark an activity as non-billable. Will be marked as billable if left blank or other text is input 
3. Save the file in CSV format
4. Import the file by following the steps below:
   • Open Clio's Import page:
     • For North American accounts, click here
     • For European accounts, click here
   • Click Add
   • Under Import select Activities 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