- Transfer Notes from one Clio account to another
- Import my Matter Notes
- Clio Web App
- Excel or Google Sheets
For Matter, in the Import CSV, 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.
- In Excel or Google Sheets create a CSV file with the following headers (in order):
- For each Note you wish to import:
- Add the date in month/day/year format (e.g. "1/13/2018")
- Add the subject of the Note
- Add the details of the Note
- Add the Matter that Note is associated to.
- Save the CSV file
- In Clio go to https://app.clio.com/nc/#/settings?path=imports
- Click Add
- Under Import select Notes from CSV
- Click Choose File
- Select the CSV file you saved in step 3
- Click Upload File.