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How Do I Bulk Import Contact Notes Into Clio?


  • Import Contact Notes into Clio Manage
  • Bulk upload Contact 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
  • For Contact Notes ensure that the Contact name exactly matches the Contact 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. 


  1. Open this template
  2. Populate the spreadsheet with your Contact Notes information:
    • date: Add the date in MM/DD/YYYY format
    • subject: Add the subject of the Note
    • detail: Add the details of the Note
    • first_name, last_name and company_name: This should match exactly to the first/last/company names listed in the Contacts section
  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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