Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How Do I Fill Out The Activities Import Template?

Objective:

  • Import Activities (Time and Expense Entries) into Clio Manage
  • Bulk uploadActivities (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
    • 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality