The 2021 Clio Cloud Conference is Happening Now!

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

Issue:

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

Environment:

  • Clio Manage

Cause:

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>

Resolution:

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality