- 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
- Clio Web App
- For instructions on importing Custom Fields into Contacts please see this article
- For instructions on importing Custom Fields into Matters please see this article
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.