Objective:
- Importing Matters from a CSV into Clio
- Add your existing cases to Clio in bulk from a spreadsheet
- How do I Import Matters into Clio Manage
Environment:
- Clio Manage
Additional Information:
Note that:
- Contacts must be imported before Matters for them to be linked properly
- When importing data:
- To view the details of any failures, click on the number in the ID column and scroll down to the Import Failures section
- Date format should match the format that you will be using on the account (mm/dd/yyyy, dd/mm/yyyy)
Procedure:
- Import the file by following the steps below:
- Click on the green Add button
- Select Matters from CSV for the Import
- Click Choose File and locate the file from its location on your computer
- Click Upload File