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Activity Imports are not Linked to the Matter Even After Matching the Matter Name


  • When running the activities import via CSV, my expenses and time entries are not linked to my matter despite naming the matter identically


  • Clio Manage


This is caused if the contact is a company contact (rather than a person contact) and if your matter numbering settings is setup using the following fields:

<First name> <space> <Last name>


If the contacts are company contacts, please add a space before the matter names on the spreadsheet. Company names are recognized as last names in the matter numbering settings.

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