Objective:
- To determine if a newly created Custom Field can be imported into old Contacts or Matters
- Whether it is possible to bulk import Custom Fields
Environment:
- Clio Manage
Additional Information:
- For instructions on importing Custom Fields into Contacts please see this article
- For instructions on importing Custom Fields into Matters please see this article
Answer:
Yes, you are able to import Custom Field data, as long as the Matter or Contact does not already have the Custom Field added to it.