Objective:
- Import Calendar Events into Clio Manage
- Bulk upload Calendar events into Clio Manage
- Add Calendar events to the spreadsheet template
- Populate Calendar CSV for import into Clio
Environment:
- Clio Manage
- Excel
Additional Information:
- Do not modify the column headers as they are mapped into Clio
- All day events require a start and end time
Answer:
- Open this template
- Populate the spreadsheet with your Appointment information:
- start_date: Must be in the mm/dd/yyyy format (required)
- end_date: Must be in the mm/dd/yyyy format (required)
- start_time:Must be in H:MM:SS AM/PM format (required)
- end_time: Must be in H:MM:SS AM/PM format (required)
- subject: This field can store a line of text and maps to the Summary field of Calendar entries (required)
- matter: Must be an exact match for a Matter Display Number in Clio (this would be the full matter name)
- location: This field can store a line of text and maps to the Location field of Calendar entries
- description: This field can store multiple lines of text and maps to the Description field of Calendar entries
- Save the file in CSV format
- Import the file by following the steps below:
- Open Clio's Import page:
- Click Add
- Under Import select Calendar from CSV
- Under Destination Calendar select the Calendar that should contain the events
- Click Choose File
- Select the CSV file you saved in step 3
- Click Upload File