What are the Different Columns on the appointments_example Template?

Objective:

  • Import Calendar Events
  • How to fill out the import template for Calendar Events

Environment:

  • Clio Web App
  • Excel

Additional Information:

How to Import Calendar Events from a CSV

Answer:

  • start_date: Must be in the mm/dd/yyyy format
  • end_date: Must be in the mm/dd/yyyy format
  • start_time: Expects H:MM:SS AM/PM
  • end_time: Expects H:MM:SS AM/PM
  • subject: This field can store a line of text and maps to the Summary field of Calendar entries
  • 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 Desctiption field of Calendar entries
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