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.