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How Do I Bulk Import Contact Notes Into Clio?

Objective:

  • 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

Environment:

  • 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. 

Procedure:

  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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