KCS - How to Import Matters to Clio

Objective:

  • Importing Matters from a CSV into Clio
  • Add your existing cases to Clio in bulk from a spreadsheet

Environment:

  • Clio Web App

Additional Information:

Note that:

  • Contacts must be imported before Matters for them to be linked properly
  • When importing data:
    • If you are transferring data from one Clio account to another use the raw, exported CSV export file
    • Otherwise, use the steps here for populating the Matters Import template
  • 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 be mm/dd/yyyy

Procedure:

  1. Go to the Imports page in Clio (https://app.clio.com/imports)
  2. Click on the green Add button
  3. Select Matters from CSV for the Import
  4. Click Choose File and locate the file from its location on your computer
  5. Click Upload File
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