KCS - If I Bulk Import Custom Fields Can I Overwrite Existing Custom Field Data?

Objective:

  • Whether it is possible to import Matter or Contact Custom Fields to replace data within the Custom Fields that already exist
  • Update existing Custom Field data in bulk

Environment:

  • Clio Web App

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:

Unfortunately, it is not possible to overwrite existing Custom Field data that has already been added to a Matter or Contact. You can only import Custom Fields to Matters or Contacts that do not have that Custom Field added already.

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