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Is It Possible to Import Data to Existing Contacts and Matters Using Zapier?

January 10, 2020 03:10

Objective:

Import Custom fields into existing Matter or Contact with Zapier
Add address information to existing Contact in Clio using Zapier

Environment:

Clio Manage
Zapier

Additional Information:

See available Actions HERE.

Answer:

No, it is not possible to add data to existing Contact and Matters. It is recommended to include all the desired data when initially creating the Contact/Matter in Clio using Zapier.