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KCS - How to Undo an Import

Objective:

  • Reverse imports
  • Revert an import

Environment:

  • Clio Web App

Additional Information:

  • These steps refer to reversing a self-import (data that you imported into Clio yourself); if your data was imported by Migrations, please contact to specialist who assisted you
  • After clicking OK, the State will change to "Queued for Undo;" once the Undo is complete, it will disappear from the Imports upon refreshing the page
  • *Note* We do not recommend undoing imports on data that you have already begun working with as this will cause the associated entries to become unlinked; if you are unsure, contact Support

Procedure:

  1. Go to the Imports page
  2. Click on Undo in the "Action" column to the right of the Import that you'd like to reverse
  3. Click OK to confirm 
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