- Importing Picklist Custom Fields
- Clio Web App
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.
No, you do not need to create all options in Clio before the import. The Custom Field need 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.