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Do I Need To Create All Picklist Options Before a Picklist Custom Fields Import?

Objective:

  • Importing Picklist Custom Fields

Environment:

  • Clio Manage

Additional Information:

  • We do not recommend importing to a "Picklist" type if there are 100+ values in the original data. This will result in a massively long Picklist in Clio which may become inefficient to use.
  • How to Import a Picklist Custom Field

Answer:

No, you do not need to create all options in Clio before the import. The Custom Field needs to be created with at least two options before the import can be processed. Any other options in the Picklist will be created when the import is processed. 

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