- 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.