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How Do I Bulk Import Matter Notes Into Clio?


  • Import Matter Notes into Clio Manage
  • Bulk Matter Notes into Clio Manage
  • Add Contact Notes Information to the spreadsheet template 
  • Populate Contact Notes CSV for import into Clio


  • Excel
  • Clio Manage

Additional Information:

  • Do not modify the column headers as they are mapped into Clio
  • If a Note does not Import successfully, click the import ID, then scroll to the bottom to see the Import error. 


  1. Open this template
  2. Populate the spreadsheet with your Matter Notes information:
    • date: Add the date in month/day/year format (e.g. "1/13/2018")
    • subject: Add the subject of the Note
    • detail: Add the details of the Note
    • matter: Must be an exact match for a Matter Display Number in Clio (excluding the description)
  3. Save the file in CSV format
  4. Import the file by following the following steps:
    1. Open Clio's Import page:
      • For North American accounts, click here
      • For European accounts, click here
    2. Click Add
    3. Under Import select Notes from CSV
    4. Click Choose File
    5. Select the CSV file you saved in step 3
    6. Click Upload File
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