Issue:
- Why Are The Bulk Import Matter Custom Fields Failing?
Environment:
- Clio Manage
Additional Information:
- To Learn How To Bulk Import Matter Custom Fields into Clio Manage, click here
Cause:
The Custom Field is currently being used in the Matter you are trying to export into Clio Manage and may have a value in the Custom Field already.
Resolution:
- Cross reference the .csv import file with the Matter on Clio Manage on which Custom Fields are not importing
- Either remove the Custom Field on the Matter in Clio Manage and keep the Custom Field on the .csv file and re-import the .csv file or remove the Custom Fields row from the .csv file and update them on Clio Manage.