KCS - How Do I Import Contact Notes Into Clio?

Objective:

  • Transfer Notes from one Clio account to another
  • Import my Matter Notes
  • Clio to Clio migration

Environment:

  • Clio Web App
  • Excel or Google Sheets

Additional Information:

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. 

A template file for uploading Contact Notes is attached, below. 

Procedure:

If you exported Contact Notes from Clio:

  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.

If you did not export Contacts Notes from Clio:

  1. In Excel or Google Sheets create a CSV file with the following headers (in order):
    1. date
    2. subject
    3. detail
    4. company_name
    5. first_name
    6. last_name
  2. For each Note you wish to import:
    1. Add the date in month/day/year format (e.g. "1/13/2018")
    2. Add the subject of the Note
    3. Add the details of the Note
    4. Add either:
      • The name of the company
      • The first and last name of the person
  3. Save the CSV file
  4. Open Clio's Import page:
    • For North American accounts, click here
    • For European accounts, click here
  5. Click Add
  6. Under Import select Notes from CSV
  7. Click Choose File
  8. Select the CSV file you saved in step 3
  9. Click Upload File.

 

Was this article helpful?