KCS - How Do I Import Matter Notes Into Clio?

Objective:

  • Transfer Notes from one Clio account to another
  • Import my Contact Notes
  • Clio to Clio migration

Environment:

  • Clio Web App
  • Excel or Google Sheets

Additional Information:

For Matter notes ensure that the Matter Name exactly matches the Matter in Clio, or the Import will fail.

If a Note does not Import successfully, click the import ID, then scroll to the bottom to see the Import error. 

A template file for uploading Matter Notes is attached, below.

Procedure:

If you exported Matter Notes from Clio:

  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.

If you did not export Matter Notes from Clio:

  1. In Excel or Google Sheets create a CSV file with the following headers (in order):
    1. date
    2. subject
    3. detail
    4. matter
  2. For each Note you wish to import:
    1. Add the date in month/day/year format (e.g. "1/13/2018")
    2. Add the subject of the Note
    3. Add the details of the Note
    4. Add the Matter that Note is associated to.
  3. Save the CSV file
  4. Open Clio's Import page:
    • For North American accounts, click here
    • For European accounts, click here
  5. Click Add
  6. Under Import select Notes from CSV
  7. Click Choose File
  8. Select the CSV file you saved in step 3
  9. Click Upload File.

 

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