KCS - How to Import a Picklist Custom Field

Objective:

  • Importing Picklist Custom Fields

Environment:

  • Clio Web App

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.

Do I Need to Create All Picklist Options before a Picklist Custom Fields Import?

Procedure:

  1. Create the Custom Field in Clio and select "Picklist" as the type
  2. Add at least two options for the Picklist
  3. Download and fill in the Custom Field Templates for Contacts or Matters
  4. Ensure that each Contact or Matter only has one option selected in the template
  5. Save the file in CSV format
  6. Go to https://app.clio.com/imports
  7. Click Add
  8. From the Import dropdown box, select Notes from CSV
  9. Click Choose File
  10. Locate to the prepared Custom Field CSV file on your computer
  11. Click Upload File
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