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KCS - What are the Different Columns on the activities_example Template?

Objective:

  • Import Time and Expense Entries
  • How to fill out import template for Activities

Environment:

  • Clio Web App
  • Excel

Additional Information:

How to Import Activities

Answer:

  • matter: Must be an exact match for a Matter Display Number in Clio (this would be the full matter name)
  • date: Must be in mm/dd/yyyy format
  • activity_description: Must be an exact match for an Activity Description/Activity category or a new one will be created
  • note: Corresponds to the Note field
  • price: Rate
  • quantity: Duration; must be 1 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
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